Head Product Owner Digital Client Experience Platforms Executive Director Wealth Management Mumbai

The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor Workplace and Direct channels ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.

Position Summary

As an Executive Director in wealth management platforms the candidate plays a pivotal role in overseeing the development and execution of strategic initiatives that enhance platform capabilities and client experiences. They will collaborate with cross-functional teams to ensure the delivery of innovative solutions tailored to meet the esteemed clients and drive business growth.
The Wealth Management Platforms Head of DCEP PO team will serve as an escalation point to both the team and US-based Platforms partners manage changing priorities fluidity knowledge transfer and be responsible for creating a culture of excellence and growth. With a span of control of 30 FTEs the role encompasses Strategy & Planning Execution & Coordination Stakeholder communication Sign-offs & Risk Management. The role reports into Head of WM Platforms India.

Key Responsibilities

• Strategic Leadership: Develop and articulate a clear vision and strategy for digital client experience platforms that align with the broader goals of self-directed services. Ensure the product roadmap enhances the digital client journey and supports business objectives.
• Team Management: Lead and nurture a team of product owners focused on digital platforms. Promote a culture of innovation and continuous improvement encouraging team members to stay ahead of digital trends and client expectations.
• Stakeholder Engagement: Serve as the primary point of contact between the product team and key stakeholders including technology marketing and customer service departments. Ensure stakeholder feedback is integrated into the product development process to enhance client experiences.
• Product Development Oversight: Oversee the development lifecycle of digital platforms ensuring timely delivery of features that enhance the self-directed client experience. Maintain high standards of quality and usability.
• Prioritization and Backlog Management: Guide the team in prioritizing features that enhance digital client interactions. Manage the product backlog to ensure the most impactful features are developed and released first.
• Market Analysis and Research: Continuously monitor digital trends competitor offerings and client feedback to inform product decisions. Leverage insights to maintain a competitive edge in digital client experiences.
• Performance Metrics and Reporting: Establish and track key performance indicators (KPIs) specific to digital client engagement and satisfaction. Use data-driven insights to optimize platform offerings and report on performance to stakeholders.
• Risk Management: Identify and mitigate risks associated with digital platform development ensuring compliance with industry regulations and standards. Implement strategies to safeguard client data and platform integrity.
• Budget Management: Oversee the budget for digital platform development ensuring efficient allocation of resources to meet strategic goals and enhance client experiences.
• Innovation and Continuous Improvement: Foster a culture of innovation within the team encouraging exploration of new technologies and methodologies to improve digital client experiences. Continuously seek feedback and implement improvements.

Experience

• Minimum Bachelors degree in finance economics technology or related field or an equivalent combination of training and experience required
• Minimum 17 years of relevant Product Owner experience with 7 years of people management experience including senior team members officers. Minimum 10 years experience in financial services / program management
• Partnering with various internal groups and stakeholders across different regions

Skills Required

• Strong experience of Business processes. Experience with Agile methodologies delivery practices and reporting.
• Past hands-on experience in Portfolio Analytics is encouraged.
• Deeper understanding of domain - Client onboarding Planning Advice Lending Financials is preferred.
• Exceptional Stakeholder management skills able to build report and trust globally
• Excellent Communication skills
• Exceptional people manager culture-setter proven team skills - building and scaling big teams
• Accountability : Possessing strong sense of accountability and relationship building
• Problem Solving: Self-starter with excellent problem-solving and analytical skills with distinctive thought leadership and ability to handle several tasks concurrently under tight deadlines
• Superior active listening research/investigative communication (verbal and written) and presentation skills; being able to tailor such skills for different audiences
• Ability to think laterally and convey big-picture understanding; identify risks (quality) issues trends and remediations including when working with technology and business stakeholders
• Proficient with Microsoft Office (Word Excel and PowerPoint)
• Experience in GenAI is a plus

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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