Product Strategy and Roadmap Design and own the product vision, strategy, and multi-year roadmap for digital assets capabilities within Wealth Management, including near-term priorities, sequencing, dependencies, and investment needs. Identify and evaluate opportunities across client segments, advisor workflows, and channels; translate competitive and market insights into actionable product priorities. Develop a roadmap guided by business cases and outcome-based prioritization, including adoption targets, revenue/AUM impact, client outcomes, and service/operational metrics. Lead execution of multiple cross-functional digital assets initiatives across Wealth Management, managing delivery from discovery and requirements through design, build, launch, and enhancements. Partner with Technology and Architecture to define platform capabilities, integration requirements, scalability, and resiliency standards. Establish success metrics and dashboards to measure product performance and inform continuous improvement (e.g., adoption, utilization, client experience, operational KPIs, and risk indicators). Support complex client and advisor leadership engagements as a digital assets SME, participating in senior leadership meetings to align product capabilities to client objectives and ensure successful client outcomes. Build and maintain strong partnerships across Wealth Management leadership, distribution stakeholders, platform owners, service and operations teams, and key enterprise partners. Serve as a digital assets SME across topics like cryptocurrencies, tokenization concepts, stablecoins, market structure, custody/settlement models, and the evolving regulatory environment. Provide guidance to internal stakeholders (e.g., Wealth Management leadership, platform owners, advisors, and product partners) on product capabilities, client suitability considerations, and operational implications. Maintain a forward-looking point of view on market and regulatory developments and translate those insights into roadmap recommendations and internal education. Represent the business at industry conferences, podcasts, roundtables, and executive forums; participate in panels, keynotes, and fireside chats to communicate the firm's perspective on digital assets product innovation and client outcomes. Monitor and synthesize market and regulatory developments from external engagement, feeding insights back into product strategy, roadmap prioritization, and internal education. 10+ years of relevant experience in product strategy, business strategy, or related roles within financial services; Wealth Management experience strongly preferred. Demonstrated deep expertise in digital assets, including product structures and ecosystem fundamentals (e.g., cryptocurrencies, tokenization concepts, custody/settlement considerations, market structure). Proven ability to lead complex initiatives in a highly regulated environment, partnering effectively across Technology, Risk, Legal/Compliance, Operations, and business stakeholders. Action-oriented problem solver with strong execution discipline, capable of leading through influence in a matrixed organization. Outstanding written and verbal communication skills, including experience producing executive-ready memos, product narratives, and structured analysis. Strong organizational and time-management skills, attention to detail, and ability to manage multiple concurrent initiatives. Experience launching or scaling digital assets capabilities for Wealth Management clients and/or advisor-led channels. Familiarity with regulatory and supervisory frameworks relevant to digital assets in a U.S. wealth management, broker-dealer, and/or investment advisory context. Experience evaluating and managing third-party vendors and partnerships, including commercial, operational, and third-party risk considerations. High intellectual curiosity and a strong external orientation; continuously monitors market developments and translates them into practical product action. Strong judgment and risk awareness, with an ability to balance innovation and control. Executive presence and the ability to influence senior stakeholders with clarity, structure, and credibility. Collaborative, low-ego leadership style with a bias toward measurable outcomes and delivery excellence. We do it in a way that's differentiated - and we've done that for 90 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. 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 $150,000 and $250,000 per year at the commencement of employment. 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.
