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.
Morgan Stanley Wealth Management (WM) is an industry leader in providing advice and investment solutions to clients using its diverse set of Financial Advisors. The acquisition of E*TRADE in 2020 expanded the value proposition to younger, high-potential, digital-savvy clients who preferred a self-directed trading and investment solution. This rich and robust dataset of customers is a competitive advantage which allows us to deliver value across a full-service relationship to our clients.
WM Analytics & Data (A&D) owns all the management reporting, customer and product behavior insights, and predictive modeling in support of WM, Banking, and Marketing. The WM A&D User Experience Data Collection team drives strategy and execution of platforms that collect quantitative and qualitative data about users experience across wealth management and firmwide digital properties and activities.
Sitting with A&D, this role will serve two primary functions
- The product manager for the Wealth Management Data Cloud: define, prioritize, and execute the strategic roadmap for data capabilities that support Wealth Management business priorities and lead stakeholder engagement.
- Serve as project manager for key data capability projects
Responsibilities:
Serve as the product manager for the Wealth Management Data Cloud, owning the product vision, roadmap, prioritization, execution, and communication strategy.
- Lead stakeholder engagement efforts by partnering with senior business, technology, analytics, and governance stakeholders in service of the above
- Develop, maintain, and execute a multi-year roadmap for Wealth Management data capabilities, balancing strategic priorities, regulatory/control needs, technology dependencies, and business value.
- Manage intake, prioritization, and sequencing of data capability requests, ensuring alignment to broader Wealth Management objectives and enterprise data strategy.
- Lead cross-functional delivery efforts, coordinating across business teams, technology partners, data owners, analytics users, and governance stakeholders.
- Define clear product requirements, success criteria, milestones, dependencies, risks, and implementation plans for key Data Cloud initiatives.
- Drive stakeholder alignment through regular communication, executive updates, governance forums, working groups, and roadmap reviews.
- Partner with technology and data engineering teams to ensure delivery plans are feasible, well-sequenced, and aligned to architectural and platform standards.
- Support adoption of Wealth Management Data Cloud capabilities by defining user engagement plans, training needs, documentation, feedback loops, and change management approaches.
- Establish and monitor product success measures, including adoption, data availability, delivery progress, stakeholder satisfaction, and business impact.
- Identify opportunities to improve the Data Cloud operating model, including intake processes, prioritization routines, ownership models, delivery transparency, and issue escalation.
- Promote strong data management practices, including data quality, lineage, ownership, controls, entitlementing, metadata, and governance alignment in partnership with key partners and stakeholders
Required Qualifications
- Experience in product management, data capabilities, data platforms, business management, strategy, project management, technology delivery, or a related function.
- Demonstrated ability to manage complex, cross-functional initiatives involving business, technology, data, and senior stakeholder groups.
- Strong project and program management skills, including roadmap development, milestone tracking, dependency management, risk identification, and issue resolution.
- Ability to translate business needs into clear product requirements and prioritize competing demands based on strategic value, feasibility, urgency, and impact.
- Excellent stakeholder management skills, including the ability to influence, build consensus, and communicate effectively across technical and non-technical audiences.
- Strong executive communication skills, including experience preparing senior-level updates, decision materials, roadmaps, and progress summaries.
- Familiarity with data platforms, cloud data environments, data governance, data quality, data lineage, metadata, or enterprise data management concepts.
- Strong organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced environment.
- Ability to operate independently, structure ambiguous problems, and drive work from concept through execution.
- Experience working with a geographical dispersed team.
- 8+ years of professional experience
- Undergraduate degree required
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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 $150,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Skills Required
- Experience in product management, data capabilities, data platforms, business management, strategy, project management, or technology delivery
- Demonstrated ability to manage complex, cross-functional initiatives involving business, technology, data, and senior stakeholders
- Strong project and program management skills including roadmap development, milestone tracking, dependency management, risk identification, and issue resolution
- Ability to translate business needs into clear product requirements and prioritize competing demands
- Excellent stakeholder management and influencing skills across technical and non-technical audiences
- Strong executive communication skills, including preparing senior-level updates, decision materials, and roadmaps
- Familiarity with data platforms, cloud data environments, data governance, data quality, data lineage, metadata, or enterprise data management concepts
- Strong organizational skills and attention to detail, able to manage multiple priorities in a fast-paced environment
- Ability to operate independently, structure ambiguous problems, and drive work from concept through execution
- Experience working with geographically dispersed teams
- 8+ years of professional experience
- Undergraduate degree
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
