Product Owner, Quotes & Research (QNR) - Assistant Vice President

Wealth Management Platforms

Location: Purchase, NY

Company Profile:

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 ethics. 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.

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: Digital Trading & Investing, Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.

Responsibilities

Summary

We are seeking a highly motivated product owner to influence, define and execute the digital roadmap for E*TRADE Trading & Investing, with a specific focus on the markets and research offering, including cryptocurrency. The ideal candidate is someone who has a passion for the markets and a demonstrated interest in product management, preferably in financial services. Strong domain knowledge of trading and investing products including stocks, ETFs, mutual funds, cryptocurrencies & options (fixed income knowledge a plus). Communication is essential for success in this role.

This position will be responsible for writing user stories, maintaining an Agile backlog, and assisting with sprint planning, testing, & releases for the E*TRADE and MS Online websites. Candidates must be highly motivated, detail-oriented, and customer-focused with strong interpersonal, communication, and problem-solving skills.

• Championing the online markets and research experience for E*TRADE from Morgan Stanley and Wealth Management clients across platforms, identifying opportunities for feature enhancements and projects, executing against the strategic roadmap and ensuring UX is free of friction or issues.  

• Define client experience and drive the continued growth and adoption of digital assets for research and trading, including cryptocurrencies.

• Work closely with technology and 3rd party vendors to support and drive requirements for crypto market data integration and asset custodianship.

• Help develop, test and manage AI features and capabilities within the E*Trade Trading & Investing team, working closely with control partners and within the overall AI governance processes. 

• Maintain and prioritize product backlog creating user stories and epics with detailed acceptance criteria for feature development as well as provide support for production issues and resolution.

• Actively participate in product validation / testing with QA and help oversee release management process.

• Participate and lead Agile/Scrum ceremonies including stand-ups, sprint planning, backlog grooming, demos and retrospectives.

• Collaborate with various stakeholders throughout the organization and externally to drive project delivery and execution including UX & Design, Technology, QA, Service, Operations, Legal, Risk, Compliance and 3rd party vendors.

• Work quickly and effectively to resolve client-facing issues or concerns.

• Prepare presentations to communicate ideas, gain stakeholder approvals, report project statuses, measure & track KPIs.

• Monitor and maintain products through their lifecycle: launch, growth, maturity and decline.

• Maintain awareness of industry trends, compliance concerns, risk control processes, and regulatory landscape.

• Acquire a robust understanding of E*TRADE products, services, processes, and organizational structure in order to find optimal solutions and achieve rapid execution of key initiatives.

Requirements

Education + Experience Required

• Minimum 5 years of agile product management experience, preferably in financial services.

• Experience as a Product Owner or Business Analyst, owning and delivering enterprise-scale digital products within a financial regulatory environment.

• Direct experience working with multiple key stakeholders in cross-functional teams.

• Experience in analyzing user feedback, backlog grooming and prioritization, pilot testing and rollout strategy, communication plans, overall product support, and driving technology adoption strategies.

Skills Required

• Prior experience related to markets, equities research and cryptocurrency trading preferred.

• Proficiency in leveraging AI tools for efficiency and completing tasks.

• Understanding of competitive and regulatory environments for online brokerages (web, mobile, desktop app)

• Ability to effectively and thoughtfully communicate to a wide range of stakeholders (verbal and written)

• Strong analytical, problem solving, organizational and project management skills.

• Self-starter with curiosity and desire to dig into and understand details.

• Comfortable gathering and utilizing data analytics, usage and internal and external feedback to inform decision-making.

• Proven ability to manage competing priorities and initiatives / parallel work tracks.

• Intermediate to advanced proficiency with Excel, PowerPoint and other Microsoft Office applications

• Basic familiarity with JIRA, Confluence, and Asana as product / project management tools

• Additional product or project management certifications a plus

• Knowledge of E*TRADE products, services, & systems a plus

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.

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.