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About the Role

This role sits within Wealth Management’s Annuity and Insurance Platform team, supporting technology, platforms, and processes for Financial Advisors and clients. The team leads strategic initiatives, platform enhancements, and application reengineering to improve client experience, strengthen controls, and increase operational efficiency. The Product Owner will support Agile squads and partner with stakeholders across Wealth Management.

Responsibilities

Support Agile squads and partner closely with stakeholders across Wealth Management, including Product, Sales, Operations, Technology, Legal, Compliance, Risk, and third-party partners, to manage strategic initiatives throughout the program development lifecycle.
Define business requirements, prioritize the product backlog, coordinate development and testing activities, manage risks and dependencies, and support the implementation of new capabilities from initial concept through production rollout.
Identify opportunities to digitize and automate manual processes, enhance new business order entry, suitability, supervisory review, policy servicing, and post-issue workflows.
Assess existing processes and workflows to identify opportunities for simplification, standardization, and continuous improvement.
Proactively identify, track, and escalate risks, issues, and dependencies.

Requirements

Bachelor's Degree
7+ years of relevant finance industry experience
Knowledge of annuity and life insurance products, workflows and industry practices.
Familiarity with Agile Methodology in Product Owner or similar role
Organized and attention to detail focused
Problem solving skills with the ability to identify and escalate risks
Ability to take direction and work independently, as well as in a team environment
Firm understanding of the importance of accuracy in quality of work/downstream impacts
Excellent written and verbal communication skills and ability to effectively interact with senior management
Strong reasoning and problem-solving skills and ability to think and act like an owner
Efficient time management skills / ability to prioritize competing urgent tasks that team is involved with
High level of organizational skills and attention to detail

Skills

Agile Methodology
Product Owner
Communication skills
Problem-solving skills
Time management skills
Organizational skills

Location

Purchase, NY

Work Type

Full-time

Experience Level

7+ years

Education Level

Bachelor's Degree

Salary/Compensations

$110,000 - $190,000

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Morgan Stanley sponsored benefit programs

About the Company

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.
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.

Equal Opportunity

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.