Financial Planning Tools Product Manager

Posted on Dec 14, 2018 by Morgan Stanley USA

New York, NY 10001
3 Dec 2018
Annual Salary
The Financial Planning Product Manager is responsible for overseeing initiatives related to the development, implementation, and support for the Morgan Stanley financial planning tools. This individual will help to shape the strategic roadmap and manage the execution of business objectives for Morgan Stanley's financial planning offering.

Major Functions (Principal Duties and Responsibilities)
· Demonstrate knowledge of the wealth management and financial planning industry, the competitive landscape, industry trends, opportunities and challenges.
· Develop actionable product roadmaps and drive the development of product requirements.
· Proactively interact and partner with internal business groups and Financial Advisors to promote and develop features and capabilities that will meet user needs and increase the overall adoption of the financial planning platform.
· Coordinate with Legal, Compliance and Risk partners.
· Drive initiatives involving the integration of the financial planning tools within the overall Wealth Management offering.
· Establish and maintain relationships with the third-party vendors.
· Act as a liaison to and provide training support for financial planning support teams.
· Analyze and produce management reporting on platform activity including usage and business impact.
· Engage with marketing and communications to develop marketing and support content.


Knowledge and Skills Requirements (Job Specifications)
· Minimum of 5 years of experience with financial planning software applications
· Minimum of 3 years Product Management experience
· NASD general licenses 7
· Experience managing teams
· Ability to interact effectively at all levels of the organization
· Exemplary verbal and written communication skills with ability to influence key decision makers
· Strong interpersonal and partnership skills
· Strong attention to detail
· Effective problem solver
· Strong analytical and quantitative skills
· Bachelors degree required
· CFP preferred
Financial Planning Tools Product Manager

Reference: 598336636

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