Product Owner, FA Desktop AI Experience, Executive Director

Product Owner FA Desktop AI Experience Executive Director

Wealth Management Platforms

We are seeking an experienced Executive Director to serve as Product Owner for the FA Desktop AI Experience within the Field Experience & Platforms (FEP) organization. This role is focused on the development integration and adoption of AI capabilities (Generative Agentic etc.) across Financial Advisor (FA) and Virtual Client platforms including partnering with broader groups within and outside of FEP as needed.

This position is pivotal in advancing the advisor desktop ecosystem to drive measurable productivity gains workflow efficiency and enhanced client this role you will drive strategy delivery and scaling of AI-powered capabilities embedded directly into advisor platforms.

Additionally you will serve as a horizontal AI enablement leaderpartnering with SMEs and peer platform owners to guide the consistent scalable and responsible implementation of AI solutions across the FA ecosystem. You will play a critical role in ensuring AI capabilities are intuitive compliant reusable and aligned to enterprise standards while delivering tangible business impact.

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:

• Partner to define and execute the AI product vision strategy and roadmap for FA Desktop and Virtual Client platforms aligning delivery to measurable business outcomes.
• Collaborate with platform owners business stakeholders and SMEs to identify and prioritize high-impact AI use cases that enhance advisor productivity and client servicing.
• Own and manage a prioritized pipeline of AI-enabled platform enhancements balancing innovation regulatory requirements technical dependencies and platform stability.
• Lead the end-to-end product lifecycle for AI capabilitiesfrom ideation and requirements through development testing launch adoption and iterative refinement.
• Serve as a trusted AI advisor to peer platform owners guiding teams on WM AI tools reusable components solution patterns and governance processes.
• Advocate for scalable reusable AI solutions that can be leveraged across CRM/Salesforce Call Center integrations enterprise AI initiatives and adjacent advisor platforms.
• Facilitate alignment on major design decisions including MVP scope workflow integration architecture considerations and build vs. buy evaluations.
• Partner closely with Technology UX Business/Product WM AI and Legal/Compliance/Control (LCD) to ensure responsible and compliant AI deployment.
• Drive adoption strategies including pilot design training enablement engagement frameworks and feedback loops to ensure sustained utilization.
• Establish KPIs tied to productivity efficiency engagement and ROI; monitor usage and performance metrics to guide continuous improvement and scaling opportunities.
• Address key AI deployment challengesdata quality governance model risk architecture and responsible AIthrough the lens of advisor impact and enterprise standards.
• Skills Required:
• Over 10 years of experience in product management platform leadership or technology strategy within financial services or similar industry.
• Proven track record of owning and delivering complex cross-functional platform capabilities that drive measurable business outcomes.
• Knowledge of AI capabilities particularly Generative AI AI agents and enterprise AI deployment patterns.
• Experience embedding AI capabilities into production workflows within large-scale platforms.
• Strong understanding of Wealth Management and Financial Advisor workflows preferred.
• Familiarity with CRM ecosystems (e.g. Salesforce) and integrated desktop environments.
• Knowledge of Responsible AI model risk management data governance and regulatory control frameworks.
• Demonstrated ability to influence peer product owners SMEs and development teams without direct authority.
• Strong experience with Agile SDLC practices backlog governance and enterprise prioritization.
• Exceptional communication skills with the ability to translate complex technical concepts into clear business value for diverse audiences.
• Proven ability to operate effectively within a highly matrixed global organization across time zones.

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 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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