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Wealth Management Platforms
New York Plaza
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.
What You’ll Do In The Role
- As part of the Financial Planning Platforms team, this individual will support the development and management of the firm’s financial planning and advice tools
- Significant focus on AI agent development and management, including prompt writing, agentic flow management and agent testing.
- Assist in the management of vendor-based tools and capabilities on the platform, and assist in the management of the vendor relationship.
- Partner with the firm’s project management team to maintain the Financial Planning team’s funding and project backlog records.
- Provide support to users in the field for issues escalated to the product management team from partner support teams.
- Assist in the preparation for senior management meetings, including PowerPoint presentation development and narrative construction.
Skills Required
- BS/BA degree required. Advanced degrees and/or CFP a plus
- A minimum of 2-3 years of professional experience, preferably in financial planning, wealth management or product management.
- Awareness of financial planning software, and Envestnet MoneyGuide products in particular, a plus.
- 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
- Experience leveraging Artificial Intelligence platforms, ideally including prompt writing experience
- 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
- Awareness of 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, Teams
- Professional experience in the financial services industry, Wealth Management, or FinTech.
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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $85,000 and $140,000 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.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
