Associate Product Manager / Assistant Vice President — 529 Plans
Core
Manage the growth and operations of a 529 Plan platform ($20B AUM), providing field support, product expertise, and risk control for Morgan Stanley Wealth Management.
Role type
Associate Product Manager / Assistant Vice President
Builds
Scalable training, communications, and operational support for 529 Plans and field audiences.
Domain
Wealth Management / Financial Services / 529 Plans
Deliverable
product features
Required skills
529 Plan expertise, product management, project management, risk and control, contract management, client guidance, regulatory compliance, strategic analysis, problem solving, Microsoft Office proficiency, AI/automation adoption
Preferred skills
Relevant professional credential, Series 7 & 63 licenses
Technologies
Microsoft Excel, PowerPoint, Outlook, Word, Teams
Responsibilities
Support growth of 529 Plan platform; Develop training and communications for field audiences; Coordinate with Legal, Risk, Compliance, and Operations; Engage Plan/Asset Managers and Transfer Agents; Support contract amendments and plan conversions; Provide specialized product and operational support; Maintain control environment and governance documentation.
Seniority
Mid-level, hands-on IC