Digital Client Experience and Platforms Business Analyst – Associate
Purchase, New York, United States · On-site
$58k–$115k/yr
Mid level
Digital Client Experience and Platforms Business Analyst – Associate Wealth Management Platforms Purchase, NY About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of inve…
Skills: Business Analysis, Agile/Scrum, Product Roadmap Management, User Acceptance Testing, Jira
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$58k–$115k/yr
Full-time
bachelor degree, postgraduate degree
Posted 15d ago
~40 hrs/week
Responsibilities
The role involves supporting product owners in defining and prioritizing the digital product roadmap for wealth management platforms. Key duties include drafting user stories, managing the product backlog in Jira, and collaborating with cross-functional teams to deliver AI-powered client experiences.
Requirements
Candidates must have a bachelor's degree and 2-3 years of experience as a software business or systems analyst within an agile environment. Proficiency in Jira, Confluence, and Microsoft Office, along with strong communication skills, is required.
Full job description
Digital Client Experience and Platforms Business Analyst – Associate
Wealth Management Platforms Purchase, NY
About 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 worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.
Department Overview
In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals
Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.
The Digital Client Experience & Platforms team defines and drives the online and mobile experiences for Morgan Stanley clients. In the Business Analyst role, you will inform direction and contribute to the creation and on-going success of the latest digital solutions for our clients. This role will focus specifically on supporting product owners on the Digital Advice & Planning team to help execute against business objectives and deliver on the product roadmap for Morgan Stanley's Digital Client Experience and Platforms organization. In this role, you will have the opportunity to help define and launch engaging consumer-facing experiences and apply your knowledge and subject matter expertise in financial services, wealth management, financial planning, investment advice, and digital experiences/technologies to create and launch innovative digital products and platforms for Morgan Stanley's client channels.
What you’ll do in the role:
Support product owners with definition and prioritization of product roadmap, release planning, and development and communication of business requirements
Assist with critical user journeys, use cases, workflows, and business processes that align with the product vision/goals and address critical user and control needs
Analyzing AI use cases to automate internal processes and deliver AI-powered client experiences
Support prioritized product backlog- identify, groom, and validate epics and user stories for agile sprints using Jira/Confluence
Using AI analytics for backlog prioritization/forecasting and automation of tasks
Using generative AI to draft product scope, user stories, define functional behavior, and metrics for AI-driven initiatives
Assist with backlog refinement and sprint planning ceremonies to communicate requirements
Specify acceptance criteria, review testing cases/scenarios and perform and oversee user acceptance testing as needed
Analyze, define, and manage data flows/models and diverse datasets to define requirements and expected behavior for Morgan Stanley's digital planning solutions
Work closely with the technology team to assure effective communication of requirements and rapid delivery of key product releases
Collaborate with key stakeholders from business, technology, UX, risk, cyber & fraud, communications, legal & compliance to elicit requirements
Prepare presentations, user demos, and status updates
Gather, organize, and assimilate internal and external feedback to identify and prioritize product gaps, enhancements, and new features
Collaborate with UI/UX team to develop information/interaction architecture, user flows, wireframes, and visual design comps
Team up with program management/business transformation office to effectively organize and plan product releases
Define, collect, and track KPIs and product/program adoption and usage metrics evangelize for adoption
Assist with triaging defects, supporting incident/production issue remediation, partnering with tech on fixes.
Skills Required:
Bachelor’s degree required. Degree in Computer Science, Engineering, Mathematics or related field is preferred. Master’s degree will be a plus.
2 - 3 years of experience as a software business or systems analyst with track record of delivering new innovative web or mobile applications within an agile/scrum development process
Proven track record of delivering successful digital products on time and within scope.
Experience working in an Agile development environment.
Excellent communication skills, including the ability to present complex information in a clear and concise manner.
Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization.
Highly organized; detail oriented and can act as an advocate for the client and advisor
Strong Microsoft Office Skills (Excel, PowerPoint, Word).
Familiarity and experience with JIRA, JIVE, Sharepoint, HP ALM
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
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.
Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
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.
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
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