Skip to content
NEXTMOVEFDE careers · United States
Morgan Stanley

Client Reporting Product Owner - Vice President

AI summary of the role

This Vice President role owns the product strategy and day-to-day management of the Client Reporting platform used by Financial Advisors in Morgan Stanley's Wealth Management division.

What you’ll do

  • Drive Wealth Management and Advisor Platforms strategy in client reporting capabilities, ensuring competitive advantage and addressing Advisor and client needs
  • Collaborate with functional leaders to identify Client Reporting needs, solution design and deployment
  • Lead a cross-functional team to ensure timely completion of project deliverables based on business priority
  • Manage ongoing Engagement & Adoption activities and drive an adoption campaign to increase usage of the Client Reporting application

What you’ll bring

  • BS/BA degree required
  • 5-7 years of professional experience in technology product management
  • Knowledge of SDLC processes and experience in Agile methodology
  • Experience as a Product Owner leading an agile scrum team

Technologies

JIRA · Tableau · Microsoft Teams · Excel · PowerPoint · Agile · SDLC

About Morgan Stanley

Global financial-services firm advising, trading, managing and allocating capital for corporations, governments, institutions, wealthy clients and retail investors across banking, markets and asset management.

Public · 5000+ people

Source and classification

Deployment strategy · Evidence for this classification:

focused on transforming Morgan Stanley’s core Advisor Desktop applications that enable Advisors and their teams to effectively manage their clients’ financial and demographic data. The team manages the prioritization and implementation of the Wealth Management Division’s investments in technology tools and solutions for Financial Advisors and branch support staff. The team works directly with Financial Advisors and all Wealth Management businesses to help translate business needs into technology initiatives. Primary Responsibilities The Client Reporting team focuses on the strategy and day-to-day management of the supplemental reporting platform that Advisors use to synthesize relevant information that best suits the individual needs of their clients. The candidate will serve as a Product Owner to drive Wealth Management and Advisor Platforms strategy in reporting capabilities,
How jobs are selected

Employer postings · Data from · Sources