Product Owner - Global Investment Office

$85,000 - $135,000/Yr

Morgan Stanley - Harrison, NY

Full-time - Mid Level

Harrison, NY

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Product Owner position within the Wealth Strategies & Planning Tools (WSPT) team at Morgan Stanley's Global Investment Office (GIO) is a pivotal role that focuses on supporting the platform of ultra-high net worth and institutional investing tools. This team is dedicated to providing comprehensive wealth management strategies for ultra-high net-worth and institutional clients, addressing complex financial situations including asset allocation, estate planning, and advanced wealth planning strategies. The role involves a dual mandate: consulting on live client cases and developing proprietary investment tools that enhance the capabilities of financial advisors. As a Product Owner, you will be responsible for all workflow and implementation decisions related to your specific product silo. This includes collaborating with other product owners to establish frameworks, engaging with stakeholders and field users to discuss potential solutions, and clearly communicating requirements and acceptance criteria to the technology team. You will also be tasked with testing implementations to ensure they meet the established criteria. This position offers a unique opportunity to engage with the technology and software development aspects of Morgan Stanley, working closely with various internal business units and financial advisors to improve and scale the enterprise offering. The role is hybrid, requiring presence in both Purchase and New York City.

Responsibilities

• Own all workflow and implementation decisions for the assigned product silo.
• Collaborate with other product owners to develop frameworks for product development.
• Engage with stakeholders and field users to socialize potential solutions.
• Communicate requirements and acceptance criteria to the technology team.
• Test implementations to ensure they meet the required standards.
• Manage multiple projects with varying timelines and priorities.

Requirements

• Bachelor's degree is required.
• 2-4 years of relevant work experience, preferably in project or product management.
• Strong communication skills with the ability to operate cross-functionally.
• General understanding of global financial markets, asset allocation, and portfolio construction.
• Very strong attention to detail.
• Experience with JIRA is a strong plus.
• Series 7 and 66 licenses required or willingness to obtain upon hire.

Benefits

• Competitive base pay between $85,000 and $135,000 per year, determined on an individualized basis.
• Commission earnings and incentive compensation based on performance.
• Discretionary bonuses and other short and long-term incentive packages.
• Morgan Stanley sponsored benefit programs.