Associate Product Manager / Assistant Vice President — 529 Plans
Core
Manage growth and operations of a 529 Plans 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 processes for 529 Plans and field audiences.
Domain
Wealth Management / Financial Services / 529 College Savings Plans
Deliverable
product features | client delivery | infrastructure
Required skills
529 Plan product structures, state tax considerations, regulatory compliance, contract amendments, risk mitigation, stakeholder engagement, project management, data analysis, client guidance
Preferred skills
Professional credentials (e.g., Series 7/63), AI/automation proficiency, strategic thinking
Technologies
Microsoft Excel, PowerPoint, Outlook, Word, Teams
Responsibilities
Manage platform growth and AUM, develop training and communications, coordinate cross-functional risk and control activities, engage external plan managers and vendors, support contract amendments and conversions, provide specialized product and operational support, maintain governance documentation
Seniority
Mid-Senior, hands-on IC
