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Assistant Vice President, Platforms EquityZen

Morgan Stanley


Job Location:

New York City, NY - USA

Yearly Salary: $ 85000 - 140000
Posted: 26 July 2026 (30+ days ago)
Application Deadline: 23 October 2026
Vacancies: 1 Vacancy

Job Summary

Assistant Vice President Platforms EquityZen

Wealth Management Platforms
New York Plaza NY

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 ten sub-teams including: Field Experience & Platforms Digital Client Experience & Platforms Workplace Platforms Automation & Workflow Digital Trading & Investing Generative AI UX Design & Research Strategy & Execution WM Platforms Risk and the Chief Operating Office.

EquityZen a part of Morgan Stanley is a leading marketplace for pre-IPO investments connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach EquityZen delivers data-driven insights and tools that empower its 800000 users to navigate the private markets with confidence. Having completed more than 51000 private placements in nearly 500 private companies EquityZen is on a mission to deliver Private Markets for the Public. EquityZen is looking for a detail-oriented and analytical Assistant Vice President Platforms to join our growing team.

What youll do in the role:

  • Responsible for working on complicated complex and time-sensitive initiatives that help push the EquityZen platform forward.

  • Focus on user experience by partnering directly with design and engineering teams to build accessible user-centric products.

  • Work closely with senior product leadership to aid in the execution of the company roadmap.

  • Write detailed specs and business-facing documentation manage project execution conduct User Acceptance Testing (UAT) A/B test wireframe and define product roll-out strategies.

  • Provide support for platform incidents and training for impending releases.

  • Develop meticulous technical and external-facing documentation including API specifications and integration guides to support seamless internal development.

  • Process review and interpret large bodies of qualitative data quantitative data and macro business trends to uncover new insights and iterate on original ideas.

  • Collaborate closely with Engineering to ensure the timely delivery of releases and products in a lean agile environment.

  • Work closely with Sales Operations Compliance and other internal teams to collect feedback and inform current and future product stories and enhancements.


Skills Required:

  • 3 years of experience as a Product Manager preferably at a technology startup with a track record of shipping complex products in a lean and agile organization.

  • Undergraduate degree preferably with a concentration in Technology Finance or Economics.

  • Previous experience in Fintech Wealthtech private markets or a highly regulated industry is strongly preferred.

  • Proven experience working directly with senior leadership to translate company vision into actionable product roadmaps.

  • Demonstrated ability to manage the entire product lifecyclefrom ideation and writing detailed specs to project execution and defining go-to-market strategies.

  • Strong understanding of user-centered design principles ability to wireframe and professional experience partnering directly with engineering and UI/UX design teams.

  • A creative problem solver who is highly analytical able to incorporate quantitative data qualitative insights and macro business trends to pivot and iterate on original ideas.

  • Hands-on experience designing running and analyzing A/B tests to drive adoption and engagement utilizing analytics platforms (e.g. Mixpanel Google Analytics SQL).

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.

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 $85000 and $140000 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 Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion where individuals are hired developed and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate bringing a variety of backgrounds talents perspectives and experiences.

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Required Experience:

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