WM Data Platforms for Financials – Assistant Vice President

This role supports the governance, management, and oversight of Wealth Management financial data to ensure accuracy, accessibility, security, and regulatory compliance while enabling informed business decision-making.

As a Product Owner for the Wealth Management Middle Office, the firm's horizontal financial data platform, the Assistant Vice President will help manage and execute the product roadmap, coordinate delivery of strategic initiatives, and oversee the platform's book of work. The role is responsible for gathering, analyzing, and prioritizing business requirements, partnering with stakeholders to balance business needs, regulatory obligations, and platform capabilities to maximize value and adoption.

Reporting to the WM Data Platforms organization, the Assistant Vice President will work closely with technology, architecture, and engineering teams to translate business objectives into data solutions and platform enhancements. The role will promote data governance, data quality, and operational excellence practices while supporting the delivery of consistent, trusted, and scalable financial data across Wealth Management.


Responsibilities

• Support the product vision, roadmap, and backlog management for the Wealth Management Middle Office platform.
• Partner with business and technology stakeholders to define requirements, prioritize initiatives, and drive delivery outcomes.
• Coordinate platform enhancements and data initiatives to meet business objectives, regulatory requirements, and operational needs.
• Monitor data quality, governance compliance, and control processes to ensure reliable and trusted financial data.
• Analyze stakeholder requests, assess impacts, and make recommendations for prioritization and implementation.
• Collaborate with engineering and architecture teams to support platform modernization and scalability efforts.
• Develop metrics, reporting, and operational insights to measure platform adoption, effectiveness, and business value.
• Support issue resolution, process improvements, and continuous enhancement of the financial data platform.
• Advocate for data-driven innovation, leveraging AI, automation, and advanced analytics to drive insights and improve wealth management solutions.
• Collaborate on the development and implementation of data architecture improvements, ensuring they align with business needs.

Requirements

• Bachelor's or Master's degree in business, Finance, Data Science, or a related field.
• 4+ years of experience in wealth management, data strategy, or Finance.
• Strong understanding of Wealth Management, Financials, Middle Office, Data Management, and Data Governance principles.
• Experience serving as a Product Owner, Business Analyst, or Data Steward for enterprise data platforms.
• Experience managing and prioritizing product backlogs, epics, features, and user stories within Agile delivery frameworks.
• Experience with Jira, Confluence, and Agile methodologies to document business requirements, manage sprint planning, track delivery progress, and support release management activities.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills with the ability to present complex concepts to both business and technical audiences.

#LI-hybrid #LI-NB1 BPDBA

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.

Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

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.