Vice President, Platforms – Equity Zen

Vice President Platforms Equity Zen

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 strategic and highly analytical VP Platforms to join our growing team.

What youll do in the role:

• Take ownership of highly complex cross-functional and time-sensitive strategic initiatives that drive significant business impact and scale the EquityZen platform.

• Partner directly with leadership to define shape and execute the overarching company product vision strategy and roadmap.

• Champion a user-centric culture across the organization leading and empowering design and engineering teams to architect scalable accessible products for a diverse and complex user base.

• Oversee the end-to-end product lifecycle for a major product portfolio guiding AVPs and Associates in writing specs managing execution conducting rigorous A/B testing and defining sophisticated go-to-market roll-out strategies.

• Synthesize vast amounts of quantitative data qualitative insights and macro-economic business trends to identify strategic market opportunities pivot existing strategies and drive high-impact product innovation.

• Drive lean and agile methodologies across product pods collaborating deeply with Engineering leadership to optimize delivery pipelines manage resource allocation and ensure timely high-quality releases.

• Act as a key strategic liaison with Sales Operations Compliance and Legal leadership seamlessly integrating their feedback and stringent regulatory requirements into a cohesive product strategy while managing executive stakeholder expectations.

• Mentor manage and develop a high-performing team of product managers (Associates and AVPs) fostering a culture of continuous learning teaching and entrepreneurial drive.

Skills Required:

• 710 years of progressive product management experience with at least 3 years in a leadership or people-management capacity successfully scaling complex products in a high-growth technology organization.

• Deep industry expertise in Fintech Wealthtech private markets or heavily regulated financial services is required.

• Undergraduate degree with a concentration in Technology Finance or Economics; MBA or advanced degree is strongly preferred.

• Proven track record of presenting to and collaborating with C-level executives and senior leadership to translate abstract company vision into actionable revenue-driving product portfolios.

• Mastery of the product lifecycle and go-to-market strategies backed by a portfolio demonstrating significant business impact user growth or efficiency gains from launched products.

• Advanced understanding of technical architecture and user-centered design principles enabling high-level strategic partnerships with Engineering and Design leaders to navigate complex trade-offs.

• Exceptional analytical and problem-solving acumen; expert at leveraging data analytics platforms (e.g. Mixpanel Google Analytics SQL) to make executive-level pivot or persevere decisions.

• Executive-level written and oral communication skills capable of drafting high-level business documentation pitching strategies across the organization and distilling complex technical concepts for non-technical stakeholders.

• Exceptional entrepreneurial drive and resilience; a strategic champion who thrives in ambiguity ruthlessly prioritizes at a macro level and pushes past the uncertainty of new market expansions.

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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Expected base pay rates for the role will be between $110000 and $190000 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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