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Wealth Management - Digital Solutions - Product Manager, Client & Financial Advisor Collaboration

5+ Years
This Job has Expired
Job Description


  • Assess existing product offering and competitive landscape to develop the strategic outlook for Client & FA Collaboration at Morgan Stanley
  • Conduct field interviews and collaborative design sessions with Financial Advisors and clients
  • Support pilot programs, and conduct field presentations/roadshows
  • Partner with Technology and Operations to build and deploy new capabilities
  • Review test plans and team up with UAT and QA partners to release high quality products
  • Perform detailed analysis and generate business requirements in support of the products’ evolution
  • Analyze product usage statistics and develop insightful adoption dashboards
  • Partner with Marketing and Communications teams to define an engagement & adoption strategy, inclusive of client-facing marketing materials
  • Build presentations for field education, executive management reviews and product marketing roadshows
  • Develop and maintain a strategic roadmap for review and approval by senior stakeholders


  • BA/BS Degree (required)
  • Consulting experience is a plus
  • 3+ years’ experience in product management & business analysis
  • 3+ years’ experience in wealth management (preferred) or financial services industry
  • 5+ years overall experience
  • Well-formed financial services and wealth management industry perspective, with insight into digital and FinTech (financial technology) capabilities
  • Strong aptitude for collaborating with others to generate new, innovative ideas and transform them into actionable solutions
  • Ability to perform analysis and communicate findings/conclusions in a clear, concise manner, both verbally and in written form (documents, presentations)
  • Strong aptitude for being user-experience minded
  • Proficient in conducting presentations, both virtually and in person
  • Experience in working with technology used by end clients and Financial Advisors
Salary: 360,000
Education: Bachelor of Business Administration, Bachelor of Commerce, Bachelor of Management , Bachelor of Technology ,
Employment Type: Full Time
Contact Information
Name: John Paulson
Phone: +64 98899076

Key Skills

Finance  Management  Other