Advisor Desktop Product Owner Vice President
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Job Location:
Purchase, NY - USA
Yearly Salary:
$ 110000 - 180000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Morgan Stanley Wealth Management Introduction
Morgan Stanley (MS) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities Wealth Management and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage investment advisory financial and wealth planning credit & lending deposits & cash management annuities insurance retirement and trust services.
Job Description Role and Responsibilities
The Wealth Management Field Experience & Platforms group manages the prioritization and implementation of the Wealth Management Divisions investments in technology tools and solutions for Financial Advisors and Support Professionals. The team works directly with Financial Advisors and all Wealth Management businesses to help translate business needs into technology initiatives.
The platform we are continuously enhancing integrates a broad range of capabilities designed to support Financial Advisors and branch support and management staff. As an advocate for the user experience the position involves working with end users to understand requirements and the ability to translate those needs to systems developers. It will be necessary to support the existing business needs of MSWM branches support staff specialists and operational staff while also working to enhance the current technology platforms including both the desktop and mobile platforms.
Note that this is a business-position rather than a technology position - it requires the ability to understand both sides of the equation and to provide necessary direction to the projects.
The position requires leading working teams in a collaborative fashion to achieve desired results as it relates to the implementation of new technology solutions. The candidate must be able to manage technology BAs/PMs to keep initiatives on track and budget. The candidate must also be able to lead the full delivery of new solutions to field users including messaging to field leadership training field communication strategy & a support model. Additional responsibilities include review of Functional Requirements and problem resolution on behalf of the branches. Branch visits across the country are necessary to have a full understanding of a day in the life of our branch personnel. Qualifications and Education Requirements
At least 8 years experience in the Financials Industry
Demonstrated experience with technology implementations and the entire SDLC process
Previous experience working with Financial/Wealth Advisors is highly desirable
Experience writing business requirements for large projects
Experience leading large scale technology initiatives
BA/BS Degree
Preferred Skills
Strong knowledge and interest in new technologies from an end-user perspective.
Excellent oral and written communication skills.
Proficient in Microsoft Office applications
Proficient in Agile Methodology approach to technology delivery and project management
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.
To learn more about our offices across the globe please copy and paste into your browser.
Expected base pay rates for the role will be between $110000 and $180000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.
Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Required Experience:
Exec
Key Skills
- Change Management
- Financial Services
- Growing Experience
- Managed Care
- Management Experience
- Analysis Skills
- Senior Leadership
- Performance Management
- Process Management
- Leadership Experience
- negotiation
- Analytics
About Company
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1, ... View more
