Traditional Investment Products - Platforms
Assistant Vice President
Purchase, NY
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.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.
As a Product Owner supporting Agile squads, the candidate will work closely with the various groups within the different business areas (sales, product, operations, etc.) and across Wealth Management to manage initiatives throughout the program development life cycle. The role is within Wealth Management in the Traditional Investment Products (TIPS) Platform Team supporting products such as mutual funds, 529 plans and Unit Investment Trusts. The TIPS Platforms Team is responsible for leading strategic initiatives as well as application reengineering efforts for various Wealth Management products with the ultimate goal of improving the financial advisor/client experience and increasing operational efficiency.
Examples of key initiatives include digitizing processes that were historically manual and developing technology to drive operational efficiency. The candidate will work closely with the various groups within the different business areas (sales, product, operations, etc.) and across Wealth Management to manage initiatives throughout the program development life cycle.
Qualifications:
Bachelor's Degree
Ideal candidate will have 5+ years of relevant finance industry experience
Experience with Mutual Fund and/or 529 trading
Familiarity with Agile Methodology in Product Owner or similar role
Proficiency in Microsoft Office with a particular strength in Microsoft Excel is required
Organized and attention to detail focused
Problem solving skills with the ability to identify and escalate risks
Ability to critically assess process for optimization and the organization skills to drive continuous improvement to underlying function set
Ability to take direction and work independently, as well as in a team environment
Firm understanding of the importance of accuracy in quality of work/downstream impacts
Excellent written and verbal communication skills and ability to effectively interact with senior management
Strong reasoning and problem-solving skills and ability to think and act like an owner
Efficient time management skills / ability to prioritize competing urgent tasks that team is involved with
High level of organizational skills and attention to detail
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
- Bachelor's Degree
- 5+ years of relevant finance industry experience
- Proficiency in Microsoft Office, particularly Microsoft Excel
- Organized with strong attention to detail
- Problem solving skills with ability to identify and escalate risks
- Ability to assess processes for optimization and drive continuous improvement
- Ability to take direction and work independently and in a team environment
- Understanding of the importance of accuracy and downstream impacts
- Excellent written and verbal communication skills; ability to interact with senior management
- Strong reasoning and ownership mindset
- Efficient time management and ability to prioritize competing urgent tasks
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.
