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Morgan Stanley is seeking to optimize business processes and improve client experiences through the development and rollout of cutting-edge AI-driven products, specifically in the Wealth Management and Financial Advisor areas.

Requirements

• Proven experience as a Product Manager or Business Analyst, preferably in financial services.
• Direct experience working with Wealth Management businesses, Financial Advisor teams, or operationalizing WM practice management and client service.
• Strong understanding of Agile SDLC methodologies and project management tools.
• Familiarity with AI and emerging technologies is highly preferred.
• Excellent leadership, communication, and interpersonal skills, with a collaborative approach.
• Creative problem-solving ability with a focus on operational efficiency and technology-enabled solutions.
• Strong diligence, detail orientation, and a proactive mindset in driving results.

Responsibilities

• Help define product vision and strategy for generative AI tools, with emphasis on Wealth Management and Financial Advisor use cases.
• Partner with FA teams and WM stakeholders to identify pain points, operational challenges, and opportunities for AI-enabled efficiency.
• Drive formulation of project plans, product positioning, and go-to-market strategies.
• Collaborate with cross-functional stakeholders including Technology, Legal, Risk, Compliance, UX, and business teams across the firm.
• Support management of the full product lifecycle — from ideation through development, launch, and iteration.
• Apply agile methodologies to manage project timelines, resources, and risks effectively.
• Conduct market research to identify trends in WM and AI, staying current with competitive landscapes.

Other

• Bachelor's degree or higher in a relevant field.
• Travel may be required.
• Must be authorized to work in the United States.
• Excellent communication and interpersonal skills.
• Ability to work in a team environment and collaborate with cross-functional stakeholders.