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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 Morgan Stanley Wealth Management Financial Advisor Platforms Team manages the prioritization and implementation of the Wealth Management Division's investments in technology tools and solutions for Financial Advisors and branch support staff. The team works directly with Financial Advisors and all Wealth Management businesses to help translate business needs into technology initiatives. The Product Manager will be responsible for helping to implement an enterprise CRM solution across various sales groups, product business lines, and support functions. They will proactively contribute to changes in processes and procedures with the goal of driving productivity gains.
Job Description Role and Responsibilities Our Product Managers wear many hats on their projects and are responsible for everything from requirements gathering, testing, training and post deployment support. As a Product Manager, you will work alongside Solution Architects and Technical Architects to design, develop, and deploy large-scale enterprise solutions all while learning and growing your skill set.
Interact daily with business units and business owners to understand business processes and key requirements, proactively work to resolve client issues.
Act as liaison between business units and Project Team in all areas of support and enhancements.
Lead the analysis and business requirements gathering to develop detailed functional requirements, clearly stating project scope.
Create clear, concise and complete functional specifications & requirements documents.
Collaborate with developers to test and verify that solutions will meet the business requirements.
Train user personnel in the use of the system.
Qualifications and Education Requirements · 2-5 years of professional experience in business and/or data analysis
Experience using Salesforce or similar CRM Products to develop client or business solutions
· Strong ability to represent and document business processes, interaction flows, data flow processes, use cases, test cases, business requirements, user stories, etc. · Strong knowledge of solution development methodologies (i.e. Agile, Waterfall, SDLC) · Effective in managing multiple parallel work streams and initiatives · Excellent written and verbal communication skills · Detailed, organized, and results-oriented · Excellent troubleshooting, analysis and problem-solving skills · Ability to work effectively in a fast paced, high energy, team-oriented environment · BS/BA degree required. Advanced degrees a plus.
Experience on a Salesforce implementation through the full Software Development Lifecycle (SDLC)
Salesforce Admin Certification preferred (or other demonstration of in-depth Salesforce knowledge)
Advanced understanding of MS applications with focus on data analysis (Excel), process flow (Visio), documentation (Word, OneNote) and presentations (PowerPoint)
Internal Number: 5612404
About Morgan Stanley USA
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