Product Manager – Financial Planning Platforms, Assistant Vice President

Morgan Stanley • New York, NY

19h • Onsite

About The Position

Morgan Stanley is a leading global financial services firm. In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals. Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. As part of the Financial Planning Platforms team, this individual will support the development and management of the firm’s financial planning and advice tools. Significant focus on AI agent development and management, including prompt writing, agentic flow management and agent testing. Assist in the management of vendor-based tools and capabilities on the platform, and assist in the management of the vendor relationship. Partner with the firm’s project management team to maintain the Financial Planning team’s funding and project backlog records. Provide support to users in the field for issues escalated to the product management team from partner support teams. Assist in the preparation for senior management meetings, including PowerPoint presentation development and narrative construction.

Requirements

• BS/BA degree required.
• A minimum of 2-3 years of professional experience, preferably in financial planning, wealth management or product management.
• Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately.
• Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management.
• Experience leveraging Artificial Intelligence platforms, ideally including prompt writing experience.
• Strong analytical skills, ability to conduct data analysis in Microsoft Excel and identify data points critical for decision making.
• Independent self-starter who can manage multiple activities to aggressive deadlines.
• Awareness of SDLC processes (e.g., Waterfall) and Agile Methodology.
• Experience working with cross functional teams, including UX, technology, analytics, marketing, communications, legal, risk and compliance.
• Highly skilled in Microsoft Excel, PowerPoint, Word, Teams.
• Professional experience in the financial services industry, Wealth Management, or FinTech.

Nice To Haves

• Advanced degrees and/or CFP a plus.
• Awareness of financial planning software, and Envestnet MoneyGuide products in particular, a plus.

Responsibilities

• Support the development and management of the firm’s financial planning and advice tools.
• Focus on AI agent development and management, including prompt writing, agentic flow management and agent testing.
• Assist in the management of vendor-based tools and capabilities on the platform, and assist in the management of the vendor relationship.
• Partner with the firm’s project management team to maintain the Financial Planning team’s funding and project backlog records.
• Provide support to users in the field for issues escalated to the product management team from partner support teams.
• Assist in the preparation for senior management meetings, including PowerPoint presentation development and narrative construction.

Benefits

• Ample opportunity to move about the business for those who show passion and grit in their work.
• Attractive and comprehensive employee benefits and perks in the industry.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees