Digital Client Experience & Platforms – Assistant Vice President, Product Owner
Core
Drive the online and mobile Portfolio Analytics experiences on the unified digital platform for Morgan Stanley and E*TRADE clients, leading the squad to build new income and performance reporting tools.
Role type
Senior Product Owner (Portfolio Analytics)
Builds
Unified digital platform for self-directed bank, brokerage, and advised accounts
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features
Required skills
Digital product ownership, Agile/Scrum delivery, UX principles, Web/mobile technologies, Securities and portfolio knowledge, End-user research, Data analysis, Requirements writing, Test strategy execution, Stakeholder management
Preferred skills
Generative AI knowledge, 3-year roadmap planning
Technologies
Mobile, Retail Web, Portfolio Analytics, Morgan Stanley Online, E*TRADE
Responsibilities
Lead squad to build and roll out new income and performance reporting tools; Define 3-year product roadmap; Collaborate with technology, business, and UX partners; Engage in end-user research and design; Assist with testing strategies and execution; Present project updates to executive management.
Seniority
Senior, hands-on IC