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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 Digital team drives and defines the online and mobile customer experience for Morgan Stanley clients and advisors. As a key part of the Digital team, the Account Aggregation Product Manager is responsible for the client experience on Morgan Stanley Online / Mobile channels as it relates to aggregation.
Responsibilities will include:
Manage the strategic and tactical project portfolio for Account Aggregation for all client sites
Lead cross functional teams to design and develop new products, develop new features and enhancements.
Develop Business Requirement Documents for Online and Mobile platforms and work closely with Technology and Operations to oversee project implementation
Manage the client experience as it relates to account aggregation including enhancement prioritization
Collaborate with business partners across the organization to integrate external products into the client channels.
Continuously review metrics and user feedback to identify opportunities to improve the product
Keep abreast of industry standards in the aggregation space communicate upcoming changes which have a client impact
Conduct analysis against existing functionality/dependencies and ensure buy-in from all appropriate groups
Work in partnership with the technology team to develop appropriate solutions, keeping in mind any dependencies and end to end process impacts
Perform Service Center and, when necessary, branch training for enhancements
Report on trends, project status, issues, trading statistics and other items as defined by management
Drive and deliver Morgan Stanley's strategy and vision
Product/Project management skills
4-6 years experience as a business analyst - familiarity with the software development lifecycle (SDLC) and writing business requirements
Demonstrable track-record of successfully delivering new digital products across the entire product lifecycle - from concept to launch preferred.
Experience leading product initiatives involving multiple systems and processes, working through technical, operational, legal and business issues.
Thought-leader - strong familiarity with industry trends and best practices, and a perspective on how to advance the current state-of-play.
Highly organized; detail oriented and can act as an advocate for the client and advisors
Keen intellect - ability to gather, analyze and synthesize a significant amount of information, and turn it into a compelling product vision.
Ability to independently drive projects to completion and ability to manage multiple competing priorities in a demanding environment.
Bachelor's degree in Computer Science, Engineering, Mathematics or related field is required.
Strong analytical and problem solving skills, with the ability to take a problem statement and solution it with a set of clear and concise business rules
Specific knowledge of the Banking/Investment industry (products, account types, etc)
Experience with Agile development preferred, including daily scrum meetings, backlog maintenance and user story creation
Strong presentation skills, with ability to run a meeting and present to clients, SDLC partners or executive level personnel
Comfort with product testing to supplement our QA/UAT teams
Desire to have strong sense of product ownership and become product evangelist for portfolio of work
Strong MicroSoft Office Skills (Excel, PowerPoint, Word).
Familiarity with JIRA, JIVE, Sharepoint, HP ALM
Role requires approximately 20% travel for corporate and sponsored events
Internal Number: 5750927
About Morgan Stanley USA
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