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Platform Transformation Initiative (PTI) Support, Vice President
Morgan Stanley
New York, NY, United States
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Description
Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.
The WM Platforms team works closely is responsible for the overall design and strategy of technology platforms at Morgan Stanley Wealth Management. Clients and Financial Advisors experience the Firm’s offerings through its technology platforms, and our team is responsible for continuously bettering that experience.
As a Vice President if PTI Support, you will build the next-generation Wealth Management platform for Morgan Stanley Advisors.
As a smart, passionate, detail-oriented team player who loves interacting with a diverse set of people solving tough problems and challenging the status quo, this is an amazing opportunity to forge a new direction for a highly respected company in the industry.
Responsibilities include:
• Provide support throughout the entire Platform enhancement lifecycle, from
initial scope development, scope and requirements documentation, through
Platform testing and launch, to subsequent releases.
• Manage process to integrate multiple channels within the Advisor Desktop
Platform.
• Document overall product feature prioritization, develop user stories, and work
within agile teams.
• Participate in platform design and development, and monitor implementation
timelines across different product/feature teams.
• Lead discussions and devise solutions to address Advisor/CSA platform pain
points.
• Support requirements elicitation workshops and meetings with business and
technology stakeholders.
• Elaborate on critical user journeys and use cases that align with the program
vision and address critical customer needs.
• Map out critical workflows and business processes to realize product/program
goals.
• Lead requirement review sessions with program stakeholders.
• Write and update business requirements for platform/product enhancements.
• Gather, organize and assimilate internal and external feedback to support the
prioritization of product/program gaps, enhancements, and new solutions and
features.
• Review and include key business partner feedback into business
requirements. Key business partners include Field and Service Ops, Legal,
Risk, and Compliance
• Partner with internal UX team to define a flexible and easy-to-use experience.
• Collaborate with program management to plan and monitor overall
product/program releases
• Assist with the development of adequate launch support across non-
technology teams, including Field and Service Ops, Legal, Risk, Compliance
and Platform teams.
• Specify acceptance criteria and scenarios and perform UAT as needed.
• Track platform adoption and usage metrics.
Qualifications
• 5-7 years experience working in product management/development,
participating in the full lifecycle of successfully launched products/platforms.
• Experience working with external resources (consulting firms).
• Detail oriented with strong organizational skills.
• Proficient at defining, analyzing, documenting, and communicating product and
software requirements in an agile software development setting.
• Self-starter with entrepreneurial drive and demonstrated ability to achieve
stretch goals in a fast-paced, dynamic environment.
• Polished written and verbal communication skills able to effectively interact
and influence a diverse set of business and technical stakeholders.
• Efficient at managing multiple tasks concurrently under deadline constraints
• Ability to gather, analyze and synthesize a significant amount of information,
and turn it into a compelling product vision.
• Bachelor’s degree - Computer Science, Engineering, Mathematics or related
field is preferred.
Additional Requirement:
Role requires approximately 10% travel for corporate events