Product Planning & Strategy Support Partner with Product Managers and platform leadership to define and manage end-to-end planning across initiatives (roadmaps, milestones, dependencies, risks, resources). Support product discovery and prioritization through analysis, voice-of-client/voice-of-RM insights, and data-driven recommendations. Contribute to business cases, investment narratives, OKRs/KPIs, and success metrics for platform enhancements and new product launches. Coordinate cross-functional teams (Technology, Design, Data/Analytics, Risk, Legal/Compliance, Operations, Marketing, Service) to drive execution against roadmap commitments. Develop and maintain clear documentation (product requirements, user journeys, process flows, release notes, operating procedures). Identify delivery risks early, manage trade-offs, and help resolve blockers to maintain momentum against aggressive timelines. Ensure initiatives align with applicable governance, risk management, and regulatory considerations. Support change management, training readiness, and communication plans to drive smooth adoption across the field and service organizations. Support planning and operationalization of AI-enabled capabilities (e.g., workflow automation, intelligent assistance, next-best-action insights), with a focus on responsible usage, transparency, and control considerations. Coordinate with stakeholders to define guardrails, evaluation metrics, and rollout strategies for AI-driven features. Support improvements to RM-facing workflows (e.g., planning, servicing, insights) that drive productivity, adoption, and better client outcomes. Help implement feedback loops (usage analytics, surveys, field feedback, service data) to guide iterative improvements. 5+ years of experience in financial services, wealth management, product management, platform strategy, business strategy, and/or management-related fields. Undergraduate degree required. Strong analytical, strategic thinking, and problem-solving skills; ability to define complex business problems, synthesize data, and support execution of tactical and strategic solutions. Demonstrated ability to work collaboratively across all levels of the organization. Demonstrated ability to deliver under aggressive timelines and shifting priorities. Ability to manage effectively through change. Comfortable operating in a fast-paced environment independently and as part of a team, under strict and changing deadlines, with demonstrated leadership. Proactive self-starter with strong ownership, accountability, and work ethic. Track record of success with sound judgment and discretion. Familiarity with contact center platforms. Experience working on wealth management digital platforms (planning tools, servicing portals, client onboarding, digital advice, trading/investing, managed solutions, or data/insights platforms). Experience supporting AI-enabled product capabilities, automation, or decision support tools in a regulated context. Familiarity with agile delivery frameworks and product operating models. 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. 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.
