New York, New York, United States · On-site
$85k–$140k/yr
Business Unit: Digital Client Experience & Platforms Role: Digital Lending Platforms Product Manager - Assistant Vice President Position Location: 1 New York Plaza, NY Morgan Stanley is a leading global financial service…
Skills: Product Management, Wealth Management, Retail Banking, Consumer Financial Technology, Data Platform Scaling
Miami Beach, Florida, United States · On-site
Job Description Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth m…
Skills: Business knowledge, Financial skills, Analytical skills, Marketing support, Sales support
New York, New York, United States · On-site
$140k–$250k/yr
The Institutional Securities Group (ISG) has established the ISG Data Group (IDG) to provide a single point of accountability for the full spectrum of data-related commercial initiatives. These initiatives span the defen…
Skills: Data Governance, Data Quality, Data Modeling, Risk Management, Control Frameworks
Sarasota, Florida, United States · On-site
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and…
Skills: Client Relationship Management, Financial Planning, Account Onboarding, Risk Assessment, Order Entry
Chicago, Illinois, United States · On-site
$35k–$90k/yr
POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular intera…
Skills: Client Relationship Management, Financial Services Knowledge, Microsoft Office, Time Management, Interpersonal Skills
New York, New York, United States · On-site
$85k–$140k/yr
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 incl…
Skills: Salesforce Marketing Cloud, Project Management, Email Marketing, A/B Testing, Digital Campaign Analysis
Louisville, Kentucky, United States · On-site
DUTIES & RESPONSIBILITIES: Gain industry and organizational knowledge through daily business interactions and job assignments.Develop business, financial and analytical skills needed for career in global wealth managemen…
Skills: Market Research, Analytical Skills, Communication Skills, Interpersonal Skills, Teamwork
London, England, United Kingdom · Hybrid
FID – EM Trader - VP Department Overview The Fixed Income Division (FID) is comprised of Interest Rate and Currency Products, Credit Products, Securitized Products, and Municipal Securities. Professionals in the Division…
Skills: EMFX Trading, Risk Management, Relative Value Analysis, Market Making, Bloomberg
New York, New York, United States · On-site
$140k–$250k/yr
Electronic Trading Risk Management (ETRM) is a front-office team within Morgan Stanley’s Institutional Equity Division (IED) responsible for managing the risks associated with electronic trading of equities and listed de…
Skills: Electronic Trading Risk Management, Algorithmic Trading, Data Analysis, Project Management, Regulatory Reporting
Glasgow, Scotland, United Kingdom · Hybrid
We are seeking a Software Engineer (Java) to join the Sales & Distribution (SnD) Technology Team within Morgan Stanley's Institutional Equities Division. The team develops and supports a suite of front-office application…
Skills: Core Java, Spring Boot, Object-Oriented Design, Enterprise Application Architecture, Design Patterns
New York, New York, United States · On-site
$150k–$225k/yr
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 26 countries with $1.9 Tn in assets under management or supervision as of March 31, 2026. MSIM strives to provi…
Skills: Investment Risk Analysis, Liquidity Risk Management, Counterparty Risk Analysis, SQL, Python
Greenwich, Connecticut, United States · On-site
$35k–$61k/yr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with cl…
Skills: Client Service, Interpersonal Skills, Microsoft Word, Microsoft Excel, Microsoft Outlook
Dallas, Texas, United States · On-site
We're seeking someone to join our team as a Data Scientist (NLP Specialist) in Non-Financial Risk to develop and deploy advanced AI models using NLP, Machine Learning, and quantitative techniques to improve surveillance …
Skills: NLP, Generative AI, Large Language Models, RAG, Agentic AI
Purchase, New York, United States · On-site
$85k–$140k/yr
Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Global Wealth Management via Wealth Management (WM), and Asset Mana…
Skills: Operational Risk Management, Banking and Lending Product Risk, Compliance Monitoring, Risk Reporting, Internal Audit
London, England, United Kingdom · Hybrid
Morgan Stanley 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…
Skills: Financial Analysis, M&A, Corporate Finance, Financial Modelling, Industry Research
Clayton, Missouri, United States · On-site
POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service …
Skills: Client Service, Financial Planning, Digital Marketing, Portfolio Management, Relationship Management
Mumbai City, Maharashtra, India · On-site
Financial (Legal Entity) Controller - Associate Mumbai The Legal Entity Controller team has responsibility for the financial management of entities in Morgan Stanley's legal entity structure. The Mumbai LEC team is an in…
Skills: Financial Reporting, Legal Entity Control, Statutory Financial Statements, Variance Analysis, Account Reconciliation
Purchase, New York, United States · On-site
$110k–$190k/yr
Digital Client Experience & Platforms Product Owner – Vice President Wealth Management Platforms Purchase, NY We are seeking a talented and motivated digital product manager to join the Morgan Stanley Wealth Management D…
Skills: Digital Product Management, Agile Methodology, Scrum, Product Backlog Management, UI/UX Collaboration
New York, New York, United States · On-site
$85k–$140k/yr
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 incl…
Skills: Machine Learning, Python, C++, Deep Learning, Recommender Systems
New York, New York, United States · On-site
$115k–$190k/yr
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 incl…
Skills: Machine Learning, Deep Learning, Recommender Systems, Natural Language Understanding, Large Language Models
New York, New York, United States • On-site
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Lead the design and development of a highly automated digital lending platform for Securities Based Lending, Tailored Lending, and Mortgage businesses. Collaborate with cross-functional teams to define the platform roadmap, conduct user research, and streamline lending workflows.
Requires 5-7 years of experience in technology product management, specifically within wealth management or consumer fintech. A bachelor's degree is required, with a preference for an MBA or advanced degree.
Business Unit: Digital Client Experience & Platforms
Role: Digital Lending Platforms Product Manager - Assistant Vice President
Position Location: 1 New York Plaza, NY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. In addition, Morgan Stanley Wealth Management is one of the world’s largest networks of Financial Advisors.
The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. Within the Wealth Management Platforms Organization, Digital Lending Platform Team is responsible for building an industry-leading, highly automated lending platform supporting the next phase of growth of Securities Based Lending, Tailored Lending and Mortgage Businesses.
We are hiring a talented product manager to help us build an industry-leading, highly automated lending platform to have a direct impact on Morgan Stanley U.S. Banks' growth strategy. This is a highly collaborative role, where you will work closely with our team of digital product managers and partner with engineers, designers, operations, credit, finance, and business stakeholders to transform the experience for all our customers
Position Summary
Work in a fun, fast paced environment designing new and improved technology for our clients and internal staff
Design innovative new products with market leading competitive advantages that revolutionize the way people manage and spend their money
Work with technology, business, and control partners to define platform roadmap and requirements
Engage in end user research, and use data analysis to inform requirements writing, and wireframe design of new products
Present findings and project updates to executive leadership and key stakeholders
Lead Agile product management teams, collaborating with design, research, technology, legal and compliance team and driving decision making across cross-functional group is preferred.
Collaborate with cross-functional teams including legal, compliance, risk, technology and operations to enhance processes and streamline lending product related workflows
Experience
5-7 years of professional experience in technology product management and design
5+ years of professional experience in the wealth management, retail banking, and/or consumer financial technology
5+ years of experience of building and scaling complex data platform
Working knowledge of financial lending products
Experience with software business analysis
BA/BS required; MBA (or advanced degree) preferred.
Skills/Abilities
Excellent communicator with solid written and verbal presentation skills
Professional experience in consumer technology, banking, wealth management and /or top tier consulting firm
Strong attention to detail in both technical and non-technical capacity
Focus on usability and eye for design
Excellent relationship building capabilities with partners both internal and external to the organization
Independent initiative and comfort working in a fast-paced environment
Strategic thinker able to define and evaluate alternatives, and translate goals into specific project tasks
Highly developed sense of ownership and accountability for work
Ability to adapt to change and evolving business needs
Ability to measure a given business problem to both quantify the issue and the benefits from the technology solution
Experience in integrating Agentic AI solutions in lending workflows is a plus
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
