What are the responsibilities and job description for the Wealth Management Platforms Business Analyst, AVP position at Morgan Stanley?
Company Profile
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
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.
Division Profile
The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.
Position Summary
The Wealth Management Field Experience & Platforms team is responsible for supporting the creation and on-going development of the latest solutions for Morgan Stanley clients, prospective clients and financial advisors. It manages digital products used by over 16,000 Financial Advisors across the firm. The Financial Planning Group is responsible for the financial planning and advice tools platforms leveraged by Morgan Stanley Financial Advisors and clients.
Key Responsibilities
Key responsibilities will include but will not be limited to the following:
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).
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 85 years. At our 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 our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.
We're committed to bringing passion and customer focus to the business.
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).
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
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.
Division Profile
The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.
Position Summary
The Wealth Management Field Experience & Platforms team is responsible for supporting the creation and on-going development of the latest solutions for Morgan Stanley clients, prospective clients and financial advisors. It manages digital products used by over 16,000 Financial Advisors across the firm. The Financial Planning Group is responsible for the financial planning and advice tools platforms leveraged by Morgan Stanley Financial Advisors and clients.
Key Responsibilities
Key responsibilities will include but will not be limited to the following:
- Support product owners with definition and prioritization of product roadmap, release planning, and development and communication of business requirements.
- Assist with critical user journeys, use cases, workflows, and business processes that align with the product vision/goals and address critical user and control needs.
- Support prioritized product backlog identify, groom, and validate epics and user stories for agile sprints.
- Assist with backlog refinement and sprint planning ceremonies to communicate requirements.
- Specify acceptance criteria, review testing cases/scenarios and perform and oversee user acceptance testing as needed.
- Work closely with the technology team to assure effective communication of requirements and rapid delivery of key product releases.
- Collaborate with key stakeholders from business, technology, UX, risk, cyber & fraud, communications, legal & compliance to elicit requirements.
- Prepare presentations, user demos, and status updates.
- Working with business partners, gather, organize, and assimilate internal and external feedback to identify and prioritize product gaps, enhancements, and new features.
- Collaborate with UI/UX team to develop information/interaction architecture, user flows, wireframes, and visual design comps.
- Team up with program management office to effectively organize and plan product releases.
- Define, collect, and track KPIs and product/program adoption and usage metrics evangelize for adoption.
- Bachelor’s degree required. CFP or Master’s Degree a plus.
- 5 years of experience as a software business or systems analyst with track record of delivering new innovative web or mobile applications within an agile/scrum development process.
- Understanding of financial planning concepts
- Excellent organizational skills with an ability to handle multiple projects
- Ability to interact effectively and collaborate with other Business Analysts, product owners and business partners
- Effective problem solver
- Experience with business analysis and requirements documentation
- Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
- Independent self-starter who can manage multiple activities to aggressive deadlines
- Experience with user acceptance testing 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.
- None
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).
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 85 years. At our 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 our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.
We're committed to bringing passion and customer focus to the business.
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).
Salary : $85,000 - $155,000
