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Wealth Management Platforms Business Analyst, AVP

Morgan Stanley
Harrison, NY Full Time
POSTED ON 3/25/2025
AVAILABLE BEFORE 4/22/2025

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.

At Morgan Stanley, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management and Investment management, as well as in the Firm’s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there’s ample opportunity to move across the businesses.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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 : We are seeking a talented and motivated Business Analyst to join the Morgan Stanley Wealth Management Field Business Management Platforms team. The Field Business Management Platforms team defines and drives the internal teaming, joint production and revenue reporting experiences for Morgan Stanley Financial Advisors, Branch Managers and Support Professionals. In the Business Analyst role, you will inform direction and contribute to the creation and on-going success of the latest field business management tools for our Wealth Management Field Users. This role will focus specifically on supporting product owners on the Field Business Management and Finance Fleet to help execute against business objectives and deliver on the product roadmap for Morgan Stanley's Wealth Management Field Business Management organization. In this role, you will have the opportunity to help define and launch engaging consumer-facing experiences and apply your knowledge and subject matter expertise in financial services, wealth management, financial planning, investment advice, and digital experiences / technologies to create and launch innovative processes and platforms for Morgan Stanley's Wealth Management Field.

Key Responsibilities :

Keyresponsibilities 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
  • Analyze, define, and manage data flows / models and diverse datasets to define requirements and expected behavior for Morgan Stanley's digital planning solutions
  • 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
  • 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

Experience :

  • Bachelor’s degree required. Master’s degree will be a plus.
  • 3 - 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 _ _
  • Required Skills :

  • 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.
  • Registration Required :

  • None 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).
  • Job :

  • Business Analysis
  • Title : Wealth Management Platforms Business Analyst, AVP

    Location : New York-Purchase

    Requisition ID : 3264594

    Salary : $85,000 - $135,000

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