Digital Client Experience & Platforms - Product Owner, AVP

Morgan Stanley•New York, NY

19h•$85,000 - $140,000

About The Position

We are seeking a talented and motivated business analyst to join the Morgan Stanley Wealth Management Digital Client Experience & Platforms team. The Digital Client Experience & Platforms team defines and drives the online and mobile experiences for Morgan Stanley clients. In the business analyst role, you will contribute to the creation and on-going success of the latest digital solutions for our clients. This role will focus specifically on creating and launching engaging digital experiences on the firm’s proprietary goal-based planning platform. In this role, you will have the opportunity to showcase your expertise bringing successful B2C products to market with engaging consumer-facing experiences, strong knowledge of wealth management, financial planning, and investment advisory programs, and proven track record of creating and delivering innovative digital wealth management solutions. The individual in this role will be responsible for supporting the product team in defining, building and improving the end-to-end planning user journey for a variety of new and existing products at Morgan Stanley/ETRADE. The applicant should bring a strong business analyst skillset with key focus on providing a best-in-class end user experience, understanding the competitive landscape, and the ability to drive improvements and change using through both quantitative and qualitative analysis. Experience working with Agile development methodologies is preferred. Partnership and collaboration with a variety of product groups across Morgan Stanley will be key to success. You will be a vital part of a dynamic team responsible for delivering the digital client-facing experience for all digital platforms, including Morgan Stanley Online/Mobile, Morgan Stanley @ Work and ETRADE. As a smart, passionate, detail-oriented team player who loves interacting with a diverse set of people solving tough problems and challenging the status quo, this is an amazing opportunity to forge a new digital direction for a highly respected company that is deeply committed to reinventing itself. Strong performing individuals will be supported in further professional development.

Requirements

3-5 years of experience as software or digital business analyst or equivalent with experience working within an agile/scrum development process
Bachelor’s degree is required
Knowledge or exposure to wealth management and online brokerage/banking preferred
Series 7 and Series 24 license preferred but not required
Demonstrated track record of delivering new innovative fintech, digital products, solutions, or applications preferred
Proficient at defining, analyzing, documenting, and communicating product and software requirements in an agile software development setting
Knowledge of product management with AI/ML products and proficiency with AI-enhanced project management tools
Keen intellect – ability to gather, analyze and synthesize a significant amount of information, and turn it into clear and actionable product requirements
Self-starter with a drive and demonstrated ability to identify and solve critical problems and achieve stretch goals
Naturally curious, analytical and data-driven – demonstrated track record of utilizing data to measure performance, identify opportunities, and make successful decisions
Experience collaborating with UI/UX designers and developers to deliver client-friendly products and user experiences
Understanding and knowledge of web and mobile technologies
Understanding and knowledge of future dated projection modelling using Monte Carlo simulations
Strong written and verbal communication skills to effectively interact and influence a diverse set of business and technical stakeholders
Efficient at managing multiple projects and initiatives concurrently under deadline constraints

Nice To Haves

Series 7 and Series 24 license preferred but not required
Demonstrated track record of delivering new innovative fintech, digital products, solutions, or applications preferred

Responsibilities

Support a Senior Product Manager and Fleet with definition and prioritization of product roadmap, release planning, development and communication and documentation of business requirements
Build and maintain prioritized product backlog – identify/create, groom, and validate epics and user stories for agile sprints
Work with Senior Product Manager to define and draft requirements in Jira (Agile) for key strategic programs and tactical projects
Support analysis of AI use cases to automate internal processes and deliver AI powered experiences to clients
Leverage generative AI for drafting product scope, user stories, defining functional behavior and metrics for AI driven product initiatives
Support backlog refinement and sprint planning ceremonies to communicate requirements and drive consensus with the squad and program stakeholders
Utilize AI analytics for backlog prioritization and forecasting, and automating tasks with AI
Work closely with the technology team to assure effective communication of requirements and rapid delivery of key product releases
Collaborate with key stakeholders from business, technology, UX, risk, cyber & fraud, communications, legal & compliance to elicit requirements
Prepare presentations and status updates and conduct product demos for fleet and senior leadership
Gather, organize and assimilate internal and external feedback to identify and prioritize product gaps, enhancements and new features
Identify and elaborate on critical user journeys, use cases, workflows, and business processes that align with the product vision/goals and address critical user and control needs
Collaborate with UI/UX team to develop information/interaction architecture, user flows, wireframes and visual design comps
Define and track KPIs and product/program adoption and usage metrics – evangelize adoption
Team up with Program Management Office / Business Transformation to effectively organize and plan product releases
Support Senior Product Manager in issue remediation (defects, production issues, etc.)
Support Senior Product Manager in product testing and execution, with ability to validate future dated projections within goals-based planning experiences
Organize the product backlog and work with TDM to align the roadmap with other squads
Create and circulate status reports and release updates