Vice President, Product Manager - Strategic Partnerships

Posted on Jan 22, 2019 by Morgan Stanley USA

New York, NY 10001
23 Dec 2018
Annual Salary
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world's largest networks of Financial Advisors.

This role sits within the Field Strategic Services (FSS) group within MSWM is focused on transformational platform strategies that provide better tools for Financial Advisors, support staff and clients. The Strategic Client Onboarding (SCO) team within FSS is seeking a strategic thinker with experience building partnerships with key business partners. SCO recently launched One Client - a shift from an account centric to a client centric data view - across wealth management and this is an essential role to drive adoption.

The Vice President - Product Manager Strategic Partnerships will need to gather requirements, manage and prioritize stakeholder priorities. This is a critical leadership role that requires the individual to build consensus across a variety of stakeholder groups to ensure financial advisor and client needs are met and troubleshoot any issues that may arise. S/he must become a subject matter expert for One Client and the front-end applications used for client onboarding and new account opening.

• Build partnerships with the various Wealth Management stakeholders -
Lending, Private Wealth, Advisory, technology and operations team to drive
One Client adoption
• Demonstrated success to form and cultivate mutually beneficial relationships
with wealth management business partners
• Ability to lead, prioritize and execute on multiple priorities and initiatives
• Comfortable using data driven insights to strengthen partnerships with the
various Wealth Management stakeholders, technology and operations to drive
One Client adoption
• Educate partners on opportunities and constraints (legal, compliance,
technology, etc.) of various solutions
• Develop strategic business requirements to achieve strategic solutions,
building solution consensus between business partners, operations, UX, IT,
legal, compliance, and risk
• Facilitate interviews and focus groups with end users to understand business
processes and connect-the-dots to other to related One Client projects
• Lead the development of communications and training programs to educate
the field and call
• Resolve daily escalations from senior management, the Service Center,
Business Partners, and FAs/CSAs


• BS/BA degree required
• A minimum of 5-7 years of experience in the financial services industry and/or
Wealth Management or client onboarding

Required Skills/ Qualifications
• Proactive, self-starter and strategic thinker
• Excellent analytical, process-oriented, problem-solving/issues-resolution skills
• Strong sense of ownership and accountability
• High tolerance for ambiguity
• Ability to adapt and respond to changing business partner demands
• Excellent interpersonal and communication skills
• Ability to juggle multiple priorities with competing deadlines in a fast-paced
• Ability to operate independently and problem solve under strict deadlines
• Must be highly organized and detail-oriented
• Ability to work well with employees across a diverse range of functional groups
• Must be able to assume a high level of autonomy quickly
• Advanced Excel and PowerPoint skills
• Experience/familiarity with Agile
Vice President, Product Manager - Strategic Partnerships

Reference: 614789071

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