Associate Product Manager / Assistant Vice President — 529 Plans
Core
Manage 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, strategic project execution
Preferred skills
Professional credentials (Series 7/63), AI/automation proficiency
Technologies
Microsoft Excel, PowerPoint, Outlook, Word, Teams
Responsibilities
Manage growth of 529 Plan platform; Develop training and communications for field audiences; Coordinate with Legal, Risk, Compliance, and Operations; Engage external parties (Plan Managers, Transfer Agents) to improve client experience; Support contract amendments and plan conversions; Maintain control environment and governance documentation.
Seniority
Mid-level, hands-on IC