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. The mandate of the Investment Platforms organization is to drive technology strategy to deliver superior investment capabilities to our advisors and clients, with central focus on delivery of goals based advice across all of our clients' wealth. The team partners closely with business and technology groups to lead end to end execution of platform enhancements, from initial idea generation through implementation and roll-out. Focus areas include GPS, Advisory platforms and WealthDesk, the Portfolio Risk Platform powered by BlackRock Aladdin, Investment Solutions platforms, 3D, CRM and client reporting. As part of the Client Relationship Management, the Product Owner is a critical leadership role that requires the individual to build consensus across a variety of stakeholder groups. Responsibilities will include leading the Salesforce transformation to empower Morgan Stanley to use CRM efficiently and effectively. The Product Manager must have practical understanding and the skill to perform the normal day-to-day administration of Salesforce, as well as the ability to drive the business processes through the organization. Key Responsibilities:
Partner with business and technology teams in all areas of support and enhancements
Lead the analysis and business requirements gathering to facilitate user stories
Create clear, concise and complete functional specifications & requirements, user stories, epics, etc.
Collaborate with developers to test and verify that solutions will meet the business requirements
Support the release and implementation of platform enhancements
Stay current with emerging collaboration technologies and solutions
Provide support to users in the Field for issues escalated to the platform team
Partner with engagement and adoption team on training and communication needs for technology deployments
Participate in presentations, training events and support for Financial Advisor teams, Local Field Trainers, Help Desk other end users
Create and maintain training resources
Knowledge and Skills Required: The successful candidate would ideally have the following characteristics:
Experience using Salesforce or similar CRM Products to develop client or business solutions
Experience working on a cross-functional team to develop client and business software solutions.
Strong knowledge of solutions development methodologies (i.e. Agile, Waterfall, SDLC)
Strong ability to represent and document business processes, interaction flows, data flow processes, use cases, test cases, business requirements, user stories, etc.
Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management
Independent self-starter who can manage multiple initiatives to aggressive deadlines
Experience with Agile development methodology
Experience working with cross functional teams, including UX, technology, marketing, communications, legal, risk and compliance.
Detailed, organized, and results-oriented
Ability to work effectively in a fast paced, high energy, team-oriented environment
Ability to think critically, solve problems, make decisions and build trust across the organization
Ability to effectively manage through change
Highly skilled in Microsoft Excel, PowerPoint, Word, Project and SharePoint/MS Teams
Professional experience in the financial services industry, Wealth Management, or FinTech