Workplace Platforms Product Manager, Associate- AVP
Wealth Management Platforms
Purchase, NY
We are seeking a Product Manager to join the Workplace Platforms team, a group focused on defining and driving the equity, financial wellness, retirement and nonqualified deferred compensation platform experiences for plan sponsors and participants. This professional will be responsible for working with workplace benefit partners, clients and internal stakeholders to define and build features that differentiate the Morgan Stanley at Work offering.
About Morgan Stanley
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 is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.
Department Overview
In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals
Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.
Morgan Stanley at Work is a division within Morgan Stanley Wealth Management, providing workplace financial solutions that build employee financial confidence, foster loyalty and help companies attract and retain top talent. The Morgan Stanley at Work’s end-to-end offering spans Equity, Financial Wellness, Retirement and Deferred Compensation solutions.
What you’ll do in the role:
Collaborate with cross-functional partners, including technology, UX, marketing, risk, legal & compliance, to develop and launch high-quality experiences that meet the needs of our plan sponsors and participants
Identify and prioritize features based on customer needs, business goals, and market trends
Develop and maintain a product backlog, ensuring that user stories are clear, concise, and actionable
Define acceptance criteria and work closely with the development team to ensure that user stories are delivered on time and within scope
Collaborate with UI/UX team to develop information/interaction architecture, user flows, wireframes, and visual design comps
Communicate progress, issues, and risks to stakeholders on a regular basis
Analyze product performance and customer feedback to make data-driven decisions about product improvements and new features
Skills Required:
A minimum of 3 years of experience in Product Management, preferably in the financial services industry
Experience leading products where the economic buyer is different from the end user (e.g., B2B or B2B2C), with a demonstrated ability to identify and balance the needs of buying stakeholders and end users across the full product lifecycle.
Proven track record of delivering successful digital products on time and within scope
Experience working in an Agile development environment
Excellent communication skills, including the ability to present complex information in a clear and concise manner
Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization
Strong analytical skills with the ability to use data to drive decision-making
Bachelor’s degree in a relevant field
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.
Associate
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
- Minimum of 3 years of experience in Product Management
- Experience leading B2B or B2B2C products
- Proven track record of delivering successful digital products
- Experience working in an Agile development environment
- Excellent communication skills
- Strong analytical skills
- Bachelor's degree in a relevant field
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.
