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Vice President Goals-Based Wealth Management Product Development
Morgan Stanley
New York, NY, United States
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Description
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 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Job Description (Please be specific with project information):
As part of the Retirement Solutions Department within the Strategy and Advisory Solutions Group, The Financial Planning Resources Group is responsible for the development, management and adoption of the Goals-Based Wealth Management platform and Morgan Stanley’s Financial Planning capabilities.
As a key member of the Financial Planning Resources Group, the candidate will be responsible for delivering value to both internal stakeholders and clients, through the development, management and execution of key Goals-Based Wealth Management (GBWM) initiatives. The candidate will also assist in driving adoption of the GBWM platform by Financial Advisor and clients.
• Demonstrate knowledge of the competitive landscape, industry trends, opportunities and challenges.
• Recommend strategies and platform enhancements to senior management that enhance the platform and improve integration between the GBWM platform and other Financial Advisor and client tools.
• Partner with the GBWM platform team to drive the development of business requirements, use cases and participate in reviews of systems specifications documentation.
• Assist in the development and review of financial planning and advice analytics, working closely with the Morgan Stanley Global Investment Committee to help develop and integrate analytics based on their research within the GBWM offering.
• Assist in the development and review of support and training materials.
• Manage the delivery of training support to internal partners, including internal specialists and help desk support teams.
• Review user acceptance test plans, provide support to QA and UA testing teams, and conduct business testing to ensure production readiness.
• Work directly with the product managers to assist in the development of the strategic roadmap for the GBWM platform.
• Lead the post production business actives including triaging issues and collecting and prioritizing user feedback.
• Drive Legal, Risk and Compliance review of platform enhancements.
Qualifications
Required Skills:
• Minimum of 10 years of experience with Financial Planning, with specific experience successfully developing and supporting Financial Planning software
• Strong project management skills with a proven ability to work effectively while managing multiple projects
• Experience leading product initiatives involving multiple systems and processes, working through technical, operational, legal and business issues
• Ability to interact effectively at all levels of the organization and face off with internal product and specialist groups to define needs and develop tool requirements
• Experience working in a cross matrix environment to develop specific business requirements and overall tool design
• Experience successfully developing partnerships with and successfully coordinating across various Business, Technology and Operations partners and stakeholders
• Ability to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
• Exemplary verbal and written communication skills with ability to influence key decision makers
• Effective problem solving skills
• Strong analytical and quantitative skill
• Proficiency in Microsoft Word, Excel, PowerPoint, Project, Visio and Outlook
• Bachelor’s degree required
Preferred Skills:
• Experience within the Wealth Management Industry
• Experience working with Financial Advisors to present proposed functionality of financial planning tools and collect feedback
• CFP