WM Platforms - Affiliate Project and Automation, AVP

WM Platforms - Affiliate Project and Automation, AVP

Join to apply for the WM Platforms - Affiliate Project and Automation, AVP role at Morgan Stanley

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 serves clients worldwide from more than 1,200 offices in 43 countries, and its strong values of integrity, excellence, and teamwork create a foundation for building a professional career.

As a Product Manager, you will work on exciting technology initiatives to build best-in-class digital platforms for our Home Office users and Financial Advisors, collaborating across multiple functions to define and drive the digital product strategy and develop, launch, and enhance the platform to meet user needs.

• Contribute to strategic discussions with internal stakeholders and partner across the firm as an Assistant Vice President, driving alignment and executing decisions efficiently.
• ate in senior-level discussions and deliver insights that inform both tactical and long-term business decisions.
• Gather, organize, and assimilate internal and external feedback to identify and prioritize product gaps, enhancements, and new features and develop a product roadmap aligned to key business deliverables.
• Create project documentation (presentations, communication plans, requirements documents) to share formal updates with business and technology leaders.
• Lead requirement grooming/planning sessions to ensure development schedules, design criteria, costs, and technical specifications meet the defined business need.
• Analyze product performance and customer feedback to make data‑driven decisions about product improvements and new feature qualification.

• Bachelor’s degree.
• 5+ years of related industry experience.
• Self‑starter with strong and creative problem‑solving skills.
• Superior analytical, interpersonal, communication (written, verbal, and technical), presentation, negotiation, and problem‑solving skills.
• Flexible, team player with ability to think creatively and strategically.
• Experience working collaboratively across cross‑functional teams and senior leadership.
• Deadline oriented and works well under pressure.
• Experience with project execution (conceptualization, requirements, design, development, testing, and implementation).
• Experience with Agile development methodologies preferred.
• Excellent communication skills, including the ability to present complex information clearly.
• Ability to collaborate effectively with cross‑functional teams and stakeholders at all levels.
• Strong analytical skills with the ability to use data to drive decision‑making.
• Problem‑solving skills:
  Identify key issues, gather data, investigate, develop actionable recommendations.
• Project management skills:
  Manage multiple initiatives simultaneously and adjust to changing priorities and deadlines.
• Experience working with Data Analytics, Marketing & Technology teams is a plus.

• Financial services experience and/or working with Financial Advisors.
• Experience with LLM and generative AI to automate business processes for efficiency and scale.
• Experience with Dataiku, Tableau, and/or other statistical software.
• Proficient in Microsoft Excel and PowerPoint.

Morgan Stanley is committed to maintaining first‑class service and high standards of excellence. Values include putting clients first, exercising integrity, leading with exceptional ideas, committing to diversity and inclusion, and giving back. The firm offers attractive and comprehensive employee benefits and perks, ample opportunities for career advancement, and supports employees across their work‑life journey.

Morgan Stanley's policy is to ensure equal employment opportunity without discrimination on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).