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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
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