Advisory Platforms Product Owner – Vice President

Morgan Stanley•Purchase, NY

3d•Onsite

About The Position

The Wealth Management Platform team works closely with Wealth Management product areas to define and drive the Advisor and Client experience, and we are in search of a talented and enthusiastic Product Owner to join our team. As a Product Owner on the Advisory Platform team, you will be responsible for supporting the squad that delivers the next-generation Wealth Management platform enhancements focused on enabling industry-leading Separately Managed Account solutions. As a smart, detail-oriented team player who thrives on interacting with individuals across diverse functional areas, you will work to solve tough problems and deliver results on varied projects that help drive efficiency, reduce risk, and generate revenue. This is an amazing opportunity to join a team committed to helping a highly regarded company provide first-class service and solutions to clients.

Requirements

9.5 Years minimum of transferrable experience across work and higher education
Relevant experience in platforms, investment product / investment advisory solutions, wealth management, data management and analysis, or workflow.
Attention to detail and strong organizational skills.
Proficient at defining, analyzing, documenting, and communicating product and software requirements in a waterfall, agile and hybrid software development setting.
Ability to gather, analyze and synthesize a significant amount of information, and turn it into a compelling platform vision.
Self-starter with entrepreneurial drive and demonstrated ability to achieve stretch goals in a fast-paced, dynamic environment.
Polished written and verbal communication skills able to effectively interact and influence a diverse set of business and technical stakeholders.
Efficient at managing multiple tasks concurrently under deadline constraints.
Bachelor’s degree in Business Management, Statistics, Computer Science, Engineering, Mathematics or related field.

Responsibilities

Manage the priorities of the squad and take responsibility for the successful delivery of technology changes, from initial project ideation, scope development, requirements documentation, through to Platform testing and launch.
Document overall product feature prioritization, develop user stories and work within agile teams.
Participate in platform design and development and monitor implementation timelines across different product/feature teams.
Map out critical workflows and business processes to realize product/program goals.
Elaborate on critical user journeys and use cases that align with the program vision and address critical customer needs.
Conduct requirement review sessions with program stakeholders.
Conduct requirements elicitation workshops and meetings with business, technology, legal, risk and compliance stakeholders.
Partner with program management to plan and monitor overall product/program releases
Assist with the development of adequate launch support across non-technology teams, including Field and Service Operations, Legal, Risk, Compliance and Platform teams.
Specify acceptance criteria and scenarios and perform user acceptance testing as needed.
Assist in gathering, organizing and assimilating internal and external feedback to support the prioritization of product/program gaps, enhancements, and new solutions and features.
Lead discussions and devise solutions to address Advisor/CSA platform pain points.
Support collaboration with UI/UX team to develop information/interaction architecture, user flows and wireframes.
Support the platform in the collection and resolution of user feedback for new and legacy functionality.