Description Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile The Wealth Management Investment Platforms team is responsible for supporting the creation, on-going development of the latest solutions for Morgan Stanley clients, prospective clients and financial advisors. The FA Platforms team manages digital products used by over 16,000 Financial Advisors across the firm. The Financial Planning Group within the Wealth Management Investment Platforms is responsible for the financial planning and advice tools platforms leveraged by Morgan Stanley Financial Advisors and clients. Primary Responsibilities As part of the Financial Planning team, this individual will support the development and management of the firm's financial planning and advice tools.
Drive the development of business requirements and review systems specifications documentation for projects related to the development of the firm's financial planning and progress to goals monitoring tools.
Participate in cross-departmental initiatives involving the continued integration of the financial planning tools with other Financial Advisor and client facing tools.
Contribute to the development and review of Financial Planning tools training materials.
Provide training support for financial planning support teams, including Financial planning Help Desk and the Financial Planning Training Team
Provide support to users in the field for issues escalated to the product development team from partner support teams.
Analyze and produce quantitative and qualitative metrics data on platform activity
Assist in the review of user acceptance test plans to ensure production readiness
Support the release and implementation of platform and product enhancements The position will be based in New York, NY with occasional travel.
BS/BA degree required. Advanced degrees a plus.
A minimum of 2-3 years of professional experience preferably in financial planning, wealth management or product management Required Skills
Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management
Strong analytical skills, ability to conduct data analysis in Microsoft Excel and identify data points critical for decision making
Independent self-starter who can manage multiple activities to aggressive deadlines
Familiar with SDLC processes (e.g., Waterfall) and Agile Methodology
Experience working with cross functional teams, including UX, technology, analytics, marketing, communications, legal, risk and compliance.
Highly skilled in Microsoft Excel, PowerPoint, Word, Project and SharePoint
Professional experience in the financial services industry, Wealth Management, or FinTech.
Internal Number: 5443835
About Morgan Stanley USA
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