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 Platform team works closely with Wealth Management product areas to define and drive the Advisor and Client experience, and we are in search of a talented and enthusiastic Business Analyst to join our team.
As a Vice President on the Advisory Platform team, you will work alongside a Platform lead to build the next-generation Wealth Management platform for Morgan Stanley Advisors focusing on industry leading trade execution solutions.
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 that is deeply committed to reinventing itself.
Responsibilities include: ??? Product Owner / Business Analyst for leading multiple projects originating across multiple stakeholders through the Advisory Platforms organization ??? Develop and manage a dependency management model to ensure Agile success across numerous squads/teams ??? Document overall product feature prioritization, develop user stories and work within agile teams. ??? Provide support throughout the entire Platform lifecycle, from initial project ideation, scope development, requirements documentation, through Platform testing and launch. Support the platform in the collection and resolution of user feedback for new and legacy functionality. ??? Participate in platform design and development, and monitor implementation timelines across different product/feature teams. ??? Map out critical workflows, dependencies and business processes to realize product/program goals. ??? Elaborate on critical user journeys and use cases that align with the program vision and address critical customer needs. ??? Support requirement review sessions with program stakeholders. ??? Support requirements elicitation workshops and meetings with business, technology, legal, risk and compliance stakeholders. ??? Partner 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 Operations, Legal, Risk, Compliance and Platform teams. ??? Specify acceptance criteria and scenarios and perform user acceptance testing as needed. ??? Track platform adoption and usage metrics. ??? Assist in gathering, organizing and assimilating internal and external feedback to support the prioritization of product/program gaps, enhancements, and new solutions and features. ??? Lead discussions and devise solutions to address Advisor/CSA platform pain points. ??? Support collaboration with UI/UX team to develop information/interaction architecture, user flows and wireframes.
Qualifications: ??? At least 3-5 years of experience as a key member of a wealth management home office platform team participating in the development lifecycle of successfully launched products/platforms
Agile expertise with ability to manage dependencies across multiple squads/teams
Experience with wealth management, investment proposal and reporting platforms
Detail oriented with strong organizational skills.
Proficient at defining, analyzing, documenting, and communicating product and software requirements in a waterfall, agile and hybrid 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 platform vision.
Prior professional trading experience or trading technology experience
Bachelor's degree in Business Management, Computer Science, Engineering, Mathematics or related field is required.
Additional Requirement: Role requires approximately 10% travel for corporate events
This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment