Vice President, E*TRADE by Morgan Stanley, Digital Client Onboarding Product Owner - Morgan Stanley : Job Details

Vice President, E*TRADE by Morgan Stanley, Digital Client Onboarding Product Owner

Apply locations NY - 2000 Westchester Ave Menlo Park 2725 Chicago IL 10 time type Full time posted on Posted 11 Days Ago time left to apply End Date: April 18, 2025 (30+ days left to apply) job requisition id PT-3262384

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.

The Digital Client Onboarding team defines and drives the online and mobile experiences for client onboarding at ETRADE.com and Morgan Stanley Online. Our goal is to provide clear, user-friendly digital experiences that will help enable our clients to reach their financial goals by allowing them to easily open and fund new accounts. Our user experiences are targeted to users across a wide-ranging set of products, including self-directed brokerage, retirement, banking, stock plan, and robo-advisor, and more.

We are seeking a smart, passionate, detail-oriented team player who loves interacting with a diverse set of people solving tough problems and challenging the status quo. The individual in this role will be responsible for leading an agile team in defining, building, and enhancing end-to-end client onboarding user journeys for a variety of new and existing products at Morgan Stanley and ETRADE. The applicant should bring a strong product management skillset with an ability to leverage quantitative and qualitative metrics to understand our business and measure success. Key desired attributes include strong communication skills, strategic thinking and planning, and the ability to collaborate with multiple stakeholders at all levels of the firm.

• Product owner for a digital agile squad responsible for defining, building, and enhancing end-to-end client onboarding user experiences to meet target audience needs consistent with product strategy and vision.
• Identify and elaborate on critical user journeys, use cases, workflows, and business processes that align with the product vision/goals and address critical user and control needs.
• Build and maintain prioritized product backlog – identify, groom, and validate epics and user stories for agile sprints; Lead backlog refinement and sprint planning ceremonies to communicate requirements and drive consensus with squad and program stakeholders.
• Work closely with the technology team to assure effective communication of requirements and rapid delivery of key product releases.
• Facilitate product development lifecycle from defining product vision/scope to launching MVP to ongoing management of product to meet KPIs; Drive definition and prioritization of product roadmap, release planning, and development and communication of business requirements.
• 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 office to effectively organize and plan product releases.
• Define and track KPIs and product/program adoption and usage metrics – evangelize adoption Work with stakeholders to define product strategy and direction for Morgan Stanley / ETRADE's digital client onboarding product offerings.
• Leverage competitive analysis to understand our business and our build the best digital solutions.
• Work with internal and external stakeholder teams to define business requirements and user stories.

• 5-7 years of experience as software or digital product manager, business analyst or equivalent with experience working within an agile/scrum development process.
• Proficient at defining, analyzing, documenting, and communicating product and software requirements in an agile software development setting.
• Keen intellect – ability to gather, analyze and synthesize a significant amount of information, and turn it into clear and actionable product requirements.
• Naturally curious, analytical and data-driven – demonstrated track record of utilizing data to measure performance, identify opportunities, and make successful decisions.
• Experience collaborating with UI/UX designers and developers to deliver client-friendly products and user experiences.
• Understanding and knowledge of web and mobile technologies.
• Written and verbal communication skills able to effectively interact and influence a diverse set of business and technical stakeholders.
• Efficient at managing multiple projects and initiatives concurrently under deadline constraints.
• Thought-leader – strong familiarity with industry trends and best practices, and a perspective on how to advance the current state-of-play.
• Bachelor's degree is required.
• Knowledge or exposure to wealth management and online brokerage/banking preferred.
• Demonstrated track record of delivering new innovative fintech, digital products, solutions, or applications preferred.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Expected base pay rates for the role will be between $110,000 and $185,000 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.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.