Digital Client Experience & Platforms – Assistant Vice President, Product Owner
Core
Drive online and mobile Portfolio Analytics experiences on the unified digital platform for Morgan Stanley and E*TRADE clients, including building income and performance reporting tools.
Role type
Senior Product Owner (Financial Services)
Builds
Digital client-facing experiences, income and performance reporting tools, and a 3-year product roadmap.
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Product ownership, Agile/Scrum delivery, UX principles, web/mobile technologies, securities and portfolio knowledge, data analysis, stakeholder management, requirements writing, end-user research, test strategy.
Preferred skills
AI/ML exposure, executive presentation skills, analytical mindset.
Technologies
Mobile platforms, Retail Web, Portfolio Analytics tools, AI/ML frameworks.
Responsibilities
Lead squad to build and roll out new reporting tools, define 3-year product roadmap, collaborate with technology and business partners, conduct end-user research and data analysis, present project updates to executive management.
Seniority
Senior, hands-on IC