Product Manager, Strategic Client Onboarding - Vice President at Morgan Stanley

Harrison, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

26 Jan, 26

Salary

190000.0

Posted On

28 Oct, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Product Management, Project Management, Technology, Financial Services, Wealth Management, Agile, Stakeholder Management, Business Analysis, Process Improvement, KYC Data Collection, Leadership, Governance, Risk Management, Compliance, User Stories, System Enhancements

Industry

Financial Services

Description

Lead large-scale client and account onboarding projects across multiple business channels applied firm-wide, ensuring alignment, cohesiveness, and messaging across the initiative. Partner with various stakeholders - Technology, UX, Operations, Global Financial Crimes, AML, Financial Advisor teams, to identify, assess & manage process change solutions. Identify and develop areas for improvement including system enhancements, process controls to improve the throughput, quality of work, KYC data collection. Work with Leadership/Stakeholders to prioritize key features and Business outcomes in alignment with strategy and budget Drive new engagements for business transformation portfolio to uncover new opportunities and create business cases for future initiatives that have a strong ROl. Lead conversations across multiple stakeholder groups; freely developing networks, building consensus, and prioritizing deliverables clearly and effectively to manage multi-faceted roadmaps. Perform strategic business analysis, oversee the creation of detailed technology requirements (use-cases, user stories, or any other artifacts) and provide subject matter expertise to embed technology solutions and business strategies to current platforms and operating models. Manage efforts to incorporate new technology capabilities onto the WM Advised and Digital Platforms Partner with Fleet Leadership and other Product Owners to conduct current state analysis and set strategy Provide support related to project governance, Legal, Risk & Compliance, business launch and testing strategy Support Engagement & Adoption strategy, and provide support for pilot and business launch Eagerness to learn the business and understand technical requirements Highly skilled in Microsoft Excel, PowerPoint, Word, and Teams BS/BA degree required Minimum of 8 years of professional experience in product management, project management or technology Experience in the financial services industry, Wealth Management, or consulting Agile training a plus 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 $110,000 and $190,000 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.

Responsibilities

Lead large-scale client and account onboarding projects across multiple business channels, ensuring alignment and cohesiveness. Partner with various stakeholders to identify and manage process change solutions and drive business transformation initiatives.