Product Management – Digital Client Experience Assistant Vice President

Product Management Digital Client Experience - Assistant Vice President

Wealth Management Platforms
Jersey City

We are seeking a talented and motivated individual to join the Morgan Stanley Wealth Management Platforms team. Our team defines and drives the online and mobile experiences for Morgan Stanley and E*TRADE the Assistant Vice President role you will contribute to the creation and on-going success of the latest digital solutions for our clients.

In this role you will focus on some of our key customer experiences including:

• Profile maintenance including contact and KYC (Know Your Customer) information.

• Market data experiences where clients can buy various offerings.

• Account preferences include various trading display and personalization settings.

• Beneficiary and beneficial owner management for estate planning purposes.

• Financial Advisor and Customer Service features to support customer inquiries messages and status updates.

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.

What youll do in the role:

• Act as Product Owner for the Account Maintenance feature set for both E*TRADE and Morgan Stanley web and mobile platforms developing strategy for the experiences across various client segments.

• Support product discovery through various stages of defining the problem acting as thought leader for the features and understanding the client needs and wants so that we can enable users to further personalize and customize their digital platform driving increased feature adoption.

• Partner closely with internal stakeholders in technology delivery and testing to ensure successful execution and consistent alignment to create robust web and mobile experiences that improve the firms compliance with regulatory agencies.

• Host leadership and stakeholder presentations responsible for planning material creation preparation execution and follow through resulting in optimization or overhaul of workflows to enable self-servicing of routine items enabling scalability of client base.

• Represent the team and liaise with user experience technology stakeholders project managers and others to convey the business strategy of planned or ongoing work.

Skills Required:

• 5 years of experience managing digital web or mobile products

• Record of accomplishment of successful program delivery thought leadership and ability to manage stakeholders

• Agile development experience

• Preferred: Finance industry experience particularly investments

• Must be curious able to articulate complicated concepts and willing to learn technical details

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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New Jersey

Salary range for the position: $85000 and $140000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business units incentive compensation plan which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits including Medical Prescription Drug Dental Vision Health Savings Account Dependent Day Care Savings Account Life Insurance Disability and Other Insurance Plans Paid Time Off (including Sick Leave consistent with state and local law Parental Leave and 20 Vacation Days annually) 10 Paid Holidays 401(k) and Short/Long Term Disability in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.

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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