Automation & Workflow Product Owner Wealth Management Platforms
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Job Location:
Purchase, NY - USA
Yearly Salary:
$ 58000 - 115000
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Job Summary
Associate
Location: Purchase
We are looking for a dedicated individual to join our team as an Associate Product Owner within the Automation and Workflow Solution Squad. This critical position is responsible for driving transformative change and executing strategic initiatives that are essential for risk mitigation and enhancing operational efficiencies. The Product Owner will work closely with cross-functional teams utilizing advanced technologies to deliver top-tier solutions that align with our business objectives. We seek a smart passionate and detail-oriented team player who thrives in a collaborative environment enjoys engaging with a diverse group of individuals and is adept at solving complex problems. The ideal candidate will challenge the status quo to design innovative solutions that enhance our Automation & Workflow platform portfolio create process efficiencies and unlock new business opportunities.
About Morgan Stanley
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices in 43 countries.
Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn achieve and grow.
Department Overview
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. 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.
The Automation & Workflow Solutions Team is a strategic transformation function within Morgan Stanley Wealth Management. Positioned at the intersection of process reengineering and technology the A&W Team leads large-scale initiatives that drive operational excellence through workflow automation software/application development artificial intelligence (GenAI Agentic AI) and intelligent document processing solutions. The team plays a key role in creating widespread efficiency that enables a shift in capacity towards higher-value clients and business-focused activities.
What youll do in the role:
Liaison Role: Serve as a bridge between business product User Experience and technology teams to deliver platform solutions and create new processes.
Agile Squad Activities: Create business requirements and user stories translating stakeholder needs into well-crafted backlog items. Collaborate closely with agile squads to refine prioritize and deliver high-value features through sprint planning and execution.
Backlog Management: Manage backlog refinement and sprint planning; clearly articulate requirements to squad and program stakeholders and drive timely delivery of key features.
Engagement & Transformation: Support business process transformation initiatives identify high-impact opportunities and craft compelling business cases demonstrating strong ROI potential.
Business Analysis & Testing: Conduct comprehensive business analysis to define detailed technology requirements; carry out testing to confirm quality of features delivered.
Process Improvement: Evaluate and optimize existing processes and technology solutions to address the needs of key business stakeholders.
User Journey & Process Alignment: Map and refine critical user jou Skills Required:
Demonstrates a self-starting attitude with a strong sense of ownership and accountability
Possesses strong communication skills both written and verbal with the ability to simplify complex projects for senior leadership and build strong relationships across teams.
Exhibits strong analytical and adept at managing ambiguity synthesizing data and providing innovative solutions to both tactical and strategic challenges.
Skilled in prioritizing and managing multiple concurrent initiatives
Experience in Agile or application development methodologies and an understanding of the Software Development Life Cycle (SDLC) a plus
At least 2 years of relevant experience in software or product implementation consulting or careers where a similar skill set is developed and demonstrated
Bachelors Degree required
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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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).
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
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
