Execute on product vision and strategy for generative AI tools, with emphasis on Wealth Management and Financial Advisor use cases. Partner with FA teams and WM stakeholders to identify pain points, operational challenges, and opportunities for AI-enabled efficiency, related to these products, to inform subsequent enhancements. Drive formulation of project plans, product positioning, and go-to-market strategies. Collaborate with cross-functional stakeholders including Technology, Legal, Risk, Compliance, UX, and business teams across the firm. Support management of the full product lifecycle — from ideation through development, launch, and iteration. Apply agile methodologies to manage project timelines, resources, and risks effectively. Coordinate development of comprehensive test plans; actively participate in testing to identify, document, and resolve potential issues. Support planning and execution of product launch activities in collaboration with business and support teams. Minimum 5 years product management experience. Experience as a Product Owner or Business Analyst, preferably in financial services, owning and delivering enterprise-scale products within a regulated financial services environment. Direct experience working with Wealth Management businesses, Financial Advisor teams, or operationalizing WM practice management and client service. Experience in handling user feedback, pilot testing, product support, and driving technology adoption strategies. Demonstrated ability to translate Wealth Management business workflows into scalable platform capabilities and AI-enabled solutions. Strong understanding of Agile SDLC methodologies and project management tools. Excellent leadership, communication, and interpersonal skills, with a collaborative approach. Creative problem-solving ability with a focus on operational efficiency and technology-enabled solutions. Strong diligence, detail orientation, and a proactive mindset in driving results. Self-starter with a drive and demonstrated ability to identify and solve critical problems and achieve stretch goals Familiarity with AI and emerging technologies is highly preferred. 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 $85,000 and $140,000 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.
