COMPANY PROFILE
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's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
JOB DESCRIPTION
We are seeking a talented and motivated digital product and strategy lead to join the Morgan Stanley Wealth Management Digital Client Experience & Platforms team. The Digital Client Experience & Platforms team defines and drives the online and mobile experiences for Morgan Stanley and E*TRADE clients. In the Executive Director role, you will set direction and contribute to the creation and on-going success of the latest digital solutions for our clients. This role will help define the strategy and manage implementation of unified client platforms across multiple client-types.
You will be a vital part of a dynamic team responsible for delivering strategy and developing digital client-facing experiences for all digital platforms, including Morgan Stanley Online/Mobile, and E*TRADE web and mobile. 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 digital direction for a highly respected company that is deeply committed to reinventing itself. Strong performing individuals will be supported in further professional development.
RESPONSIBILITIES
> Work with constituent teams to define vision, strategy, priorities, approaches and roadmaps for creation and delivery of effective digital platform and product solutions with a focus on client needs, risk management and operational efficiency supported by a superior digital client experience
> Build alignment across cross-functional teams (Digital, UX, Service, Operations, Technology, Marketing, and Business) teams to deliver effective solutions for millions of digital clients and the advisors who serve them
> Work closely with Product and Technology teams to ensure effective identification of client needs and alignment with program strategy and goals
> Develop and socialize compelling business cases to support investment in program needs
> Work with a diverse group of cross-functional teams to ensure creative and continuous improvements - with the goal of exciting our clients, leading the market, and growing the business
> Drive insights and practical recommendations using feedback from clients, internal stakeholders and key partners across the enterprise
> Prepare and deliver executive level presentations, demos and status updates
> Gather, organize, and process internal and external feedback to identify and prioritize platform gaps, enhancements, and new features
> Team with program management office and Technology Delivery teams to effectively organize, plan, and deliver program releases
> Define and track KPIs and product/program adoption and usage metrics - evangelize adoption QUALIFICATIONS
> 8-12 years of experience as a leader in digital strategy and product management, having defined business strategy for client acquisition and experience, delivering cost savings / revenue generating programs across multiple domains
> Proficient at defining, analyzing, documenting, and communicating product and software requirements in an agile software development setting
> Keen intellect - ability to gather, analyze and synthesize a significant amount of information, and turn it into clear and actionable deliverables
> Self-starter with entrepreneurial drive and demonstrated ability to identify and solve critical problems and achieve stretch goals
> Naturally curious, analytical and data-driven - demonstrated track record of utilizing data to measure performance, identify opportunities, and make successful decisions
> Experience collaborating with multiple cross-functional teams to deliver client-friendly products and user experiences
> Understanding and knowledge of web and mobile technologies
> Effective communication skills, both written and verbal, with ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team
> Demonstrate business acumen and the ability to interact with senior leaders, including developing, presenting and gaining approval on any business cases and funding requests needed to further drive the execution of a multi-year roadmap
> Efficient at managing multiple workstreams and initiatives concurrently under deadline constraints
> Thought-leader - strong familiarity with industry trends and best practices, and a perspective on how to advance the current state-of-play
> Passion for elevating client experiences and ability to persuade others to share this vision, collaborate and execute
> Expert consensus builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges
> The ability to work in a cross-functional team and drive outcomes, in some cases without having direct authority
> Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives
> Actively anticipates, identifies and manages risks within position scope and at the company
> Bachelor's degree is required
> Knowledge or exposure to wealth management and online brokerage/banking preferred
> Demonstrated track record of delivering new innovative fintech, digital products, solutions, or applications preferred
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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $175,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment 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).