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Goals-Based Wealth Management Product Development Assistant Vice President
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 supporting the development, management and execution of key Goals Based Wealth Management (GBWM) initiatives.
• Demonstrate knowledge of the competitive landscape, industry trends, opportunities and challenges.
• Partner with the GBWM Platform team to assist in 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 Goals Based Wealth Management offering.
• Deliver training support to internal partners, including internal specialists and help desk support teams.
• Assist in the development and review user acceptance test plans, provide support to QA and UA testing teams, and conduct business testing to ensure production readiness.
• Execute post production business actives including triaging issues and collecting and prioritizing user feedback.
• Provide level II support to users in the field for issues escalated to the product development team from partner support teams
Qualifications
Required Skills:
• 5+ years of experience with Financial Planning, with specific experience successfully developing and supporting Financial Planning software
• Strong project management skills
• 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
• Exemplary verbal and written communication skills
• 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 is preferred.
• CFP