AVP, Product Owner- Workplace Platforms
Apply NowCompany: Morgan Stanley
Location: Calgary, AB T1Y 7M8
Description:
Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust.
Position Summary
Workplace Platforms is a division within Morgan Stanley Wealth Management Platforms, comprised of the digital platforms supporting the Morgan Stanley at Work businesses-including Equity Compensation, Retirement Plan Solutions, and Deferred Compensation. The Workplace Platforms team drives and defines the digital and online experience for wealth management and corporate clients. The overall mission of the division is to create a best-in-class experience for both corporate clients and their employees ("participants") as we engage them throughout their financial life journey, ultimately leading to a deepening of their Morgan Stanley Wealth Management relationship. Our approach will be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing. Our goal will be to drive growth across all client segments, with new digital capabilities.
The Workplace Platforms team defines and drives the digital, online and mobile customer experience for corporate clients and their employees. As a Product Manager, you will be responsible for contributing to the strategy to deliver a differentiated experience for users of our workplace platforms.
You will work closely with stakeholders across the organization to plan and deliver key initiatives that support the firm's long-term strategy. This includes helping to bring the full value of the firm to clients and connecting workplace offerings with a clear path to advice. You will also assist with defining an ideal user experience across various digital platforms in support of this mission.
Job Responsibilities
Skills
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.
Position Summary
Workplace Platforms is a division within Morgan Stanley Wealth Management Platforms, comprised of the digital platforms supporting the Morgan Stanley at Work businesses-including Equity Compensation, Retirement Plan Solutions, and Deferred Compensation. The Workplace Platforms team drives and defines the digital and online experience for wealth management and corporate clients. The overall mission of the division is to create a best-in-class experience for both corporate clients and their employees ("participants") as we engage them throughout their financial life journey, ultimately leading to a deepening of their Morgan Stanley Wealth Management relationship. Our approach will be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing. Our goal will be to drive growth across all client segments, with new digital capabilities.
The Workplace Platforms team defines and drives the digital, online and mobile customer experience for corporate clients and their employees. As a Product Manager, you will be responsible for contributing to the strategy to deliver a differentiated experience for users of our workplace platforms.
You will work closely with stakeholders across the organization to plan and deliver key initiatives that support the firm's long-term strategy. This includes helping to bring the full value of the firm to clients and connecting workplace offerings with a clear path to advice. You will also assist with defining an ideal user experience across various digital platforms in support of this mission.
Job Responsibilities
- Work closely with a variety of internal stakeholders to communicate changes, coordinate deliverables, track and report on progress
- Write requirements/epics/stories for integrating the stock plan experience into the wealth management client experience and work closely with technology and operations partners through build and delivery phases
- Work with cross functional teams to design and develop new products, develop new features and enhancements
- Identify dependencies and keep constituent groups informed of progress towards delivery
- Contribute to and maintain key strategic presentation materials used to inform executive decision-making
- Ensure appropriate implementation of risk controls based on control partner (e.g., legal & compliance) input
- Help define and track success metrics and oversee ongoing and ad-hoc data reporting requests
Skills
- 5+ years as a product owner/manager/analyst
- 5+ years of experience with technology development process and lifecycle (Agile/Waterfall)
- Strong understanding of the corporate stock plan business and operating paradigms
- Strong interpersonal and communication skills with ability to build relationships with stakeholders across the organization
- Ability to gather and synthesize information from multiple stakeholder groups (including end users) to enable decision making
- Strong technical writing skills to assist with user story/requirement writing
- Strong Excel and PowerPoint skills to assist with data analysis and building presentations for senior management
- 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
- Have knowledge with AI tools and data insights to inform product decisions, enhance user experiences, and help integrate AI capabilities into product solutions
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.