Product Manager - Workplace Platforms - Analyst

Morgan Stanley • Purchase, NY

72d • $58,000 - $115,000

About The Position

The Analyst 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. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution, Business Control & Support, and the Chief Operating Office. Workplace Platforms is a division within Morgan Stanley Wealth Management Platforms, comprised of the digital platforms supporting the Morgan Stanley at Work businesses-including Equity Compensation, Retirement Plan Solutions, and Deferred Compensation. The Workplace Platforms team drives and defines the digital and online experience for wealth management and corporate clients. The overall mission of the division is to create a best-in-class experience for both corporate clients and their employees (participants) as we engage them throughout their financial life journey, ultimately leading to a deepening of their Morgan Stanley Wealth Management relationship. Our approach will be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing. Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new digital capabilities. The Workplace Platforms team defines and drives the digital, online and mobile customer experience for corporate clients and their employees.

Requirements

• 2+ years as a product owner/manager/analyst.
• 2+ years of experience with technology development process and lifecycle (Agile/Waterfall).
• Strong understanding of the corporate stock plan business and operating paradigms.
• Strong interpersonal and communication skills with ability to build relationships with stakeholders across the organization.
• Ability to gather and synthesize information from multiple stakeholder groups (including end users) to enable decision making.
• Strong technical writing skills to assist with user story/requirement writing.
• Strong Excel and PowerPoint skills to assist with data analysis and building presentations for senior management.
• Strong analytical and problem-solving skills, with the ability to take a problem statement and solution it with a set of clear and concise business rules.

Responsibilities

• Work closely with a variety of internal stakeholders to communicate changes, coordinate deliverables, track and report on progress.
• Write requirements/epics/stories for integrating the workplace into the wealth management client experience and work closely with technology and operations partners through build and delivery phases.
• Work with cross functional teams to support the design and development of new products.
• Provide input to group product managers in order to influence and deliver compelling roadmaps that meet stakeholder needs.
• Identify dependencies and keep constituent groups informed of progress towards delivery.
• Contribute to and maintain key strategic presentation materials used to inform executive decision-making.
• Ensure appropriate implementation of risk controls based on control partner (e.g., legal & compliance) input.
• Help define and track success metrics and oversee ongoing and ad-hoc data reporting requests.

Benefits

• Comprehensive employee benefits and perks.
• Opportunities for career advancement within the company.
• Support for employees and their families at every point along their work-life journey.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees