Product Manager, Workplace Platforms, VP
Calgary, Alberta
Morgan Stanley Wealth Management provides a range of wealth management products and services for individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust.
Position Summary
Workplace Platforms is a division within Morgan Stanley Wealth Management Platforms, comprised of the digital platforms supporting the Morgan Stanley at Work businesses—including Equity Compensation, Retirement Plan Solutions, and Deferred Compensation. The Workplace Platforms team drives and defines the digital and online experience for wealth management and corporate clients. The overall mission of the division is to create a best-in-class experience for both corporate clients and their employees (“participants”) as we engage them throughout their financial life journey, ultimately leading to a deepening of their Morgan Stanley Wealth Management relationship.
The Workplace Platforms team defines and drives the digital, online and mobile customer experience for corporate clients and their employees. As a Product Manager, you will be responsible for contributing to the strategy to deliver a best in class experience for workplace participants. More specifically, you will be responsible for supporting and delivering on the division’s top initiative, Unified Participant Experience, whereby all stock plan participants will be given the same online customer experience for Shareworks and Equity Edge Online corporate clients.
Job Responsibilities
Collaborate with a variety of internal stakeholders, including technology, UX, operations, sales support, risk, legal and compliance, to communicate changes, coordinate deliverables, track and report on progress.
Write requirements/epics/stories and work closely with technical delivery managers and development team to ensure that user stories are delivered on time and within scope
Work with cross functional teams to design and develop new features and enhancements
Identify and prioritize features based on customer needs, business goals, and market trends
Contribute to and maintain key strategic presentation materials used to inform executive decision-making
Ensure appropriate implementation of risk controls based on control partner (e.g., legal & compliance) input
Analyze product performance and customer feedback to make data-driven decisions about product improvements and new features
Skills
5+ years as a product owner/manager/analyst
5+ years of experience with technology development process and lifecycle (Agile/Waterfall)
Strong understanding of the corporate stock plan business and operating paradigms
Excellent interpersonal and communication skills with ability to build relationships with stakeholders across the organization
Ability to gather and synthesize information from multiple stakeholder groups (including end users) to enable decision making
Strong analytical and problem-solving skills, with the ability to take a problem statement and solution it with a set of clear and concise business rules
EOE M/F/D/V Committed to Diversity
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.
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
- 5+ years as a product owner/manager/analyst
- 5+ years experience with technology development processes and lifecycle (Agile/Waterfall)
- Strong understanding of the corporate stock plan business and operating paradigms
- Excellent interpersonal and communication skills with ability to build stakeholder relationships
- Ability to gather and synthesize information from multiple stakeholder groups to enable decision making
- Strong analytical and problem-solving skills to define clear business rules and solutions
- Experience writing requirements/epics/stories and working with technical delivery teams
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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Healthcare Strength — Health coverage is characterized as comprehensive, with medical, dental, vision, and added supports like One Medical and mental-health sessions. Feedback suggests the overall package is strong to excellent for a large financial-services employer.
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Retirement Support — Retirement programs include a 401(k) with company matching and related financial benefits. These features are frequently highlighted as part of a broad, competitive package.
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Parental & Family Support — Family benefits are noted for generous paid parental leave, fertility support, and caregiver leave. Feedback suggests these offerings stand out as a strength within the package.
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.
