Individual Retirement Product Owner - AVP

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.

The Digital Client Experience & Platforms team drives and defines the client and advisor experience at Morgan Stanley. As a key part of the Digital team, the Individual Retirement Product Owner will partner across the organization to facilitate change for our Individual Retirement products and platforms, including analysis, design and execution on risk-related/regulatory or client-experience enhancement initiatives.

Primary Responsibilities

• Act as a subject matter expert for Individual Retirement and engage with partners across the organization to articulate the retirement product vision and build consensus around retirement projects.
• Perform feasibility analysis on potential projects including data analysis, business case assessment and development of alternate approaches.
• Act as product owner for an agile squad responsible for definition and delivery of retirement initiatives to meet risk/regulatory and/or client needs through product or platform change initiatives.
• Create business requirements as user stories/epics for agile sprints; Lead sprint planning ceremonies to communicate requirements and drive consensus with squad and program stakeholders
• Coordinate with Legal, Risk and Compliance control partners to assess risk and regulatory impacts and develop solutions that align the business with risk/compliance objectives.
• Gather and organize feedback to identify and prioritize product gaps, enhancements and new features.
• Develop project plans and work with other product support staff on risk-mitigation and remediation initiatives.
• Advocate for Individual Retirement by building relationships with Product Owners of applications that impact retirement accounts.
• Produce materials and present to leadership and/or other stakeholders, as needed, to communicate on project timelines and progress.

Qualifications

• Bachelor’s degree or equivalent experience required
• A minimum of 5 years of experience in the financial services industry, project management and/or product management
• In-depth knowledge of retirement products, including Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, Inherited IRA and qualified plans (such as 401(k), Profit Sharing, Defined Benefit, etc.)
• Understanding of the financial services industry, including wealth management operations and branch office processes
• Familiarity with current regulatory environment relating to retirement accounts
• Experience and knowledge of Agile methodologies and practices
• Strong sense of ownership and accountability
• Strong verbal and written communication skills with ability to tailor messages to different audiences; must effectively communicate in both business and technical contexts
• Ability to manage competing priorities under strict deadlines in a fast-paced environment
• Strong interpersonal skills – freely develops networks, builds consensus and prioritizes effectively
• Excellent analytical, process-oriented, problem-solving and issue-resolution skills
• Series 7 and Series 24 license preferred but not required
• Strong Microsoft Office skills (Excel, PowerPoint, etc.)
• Familiarity with JIRA, MS Teams, Tableau

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

Expected base pay rates for the role will be between $85,000 and $135,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).