Head Product Owner for Field Experience & Platforms

Role Overview: As an Executive Director in wealth management platforms at Morgan Stanley, you will play a crucial role in supervising the development and implementation of strategic initiatives aimed at enhancing platform capabilities and client experiences. Your collaboration with cross-functional teams will ensure the delivery of innovative solutions tailored to meet the needs of High-Net-Worth clients and contribute to business growth. Key Responsibilities: - Strategic Leadership: Develop and communicate a clear vision and strategy for advisor-led platforms catering to the unique needs of Affluent & UHNW clients. Ensure alignment of the product roadmap with firm goals and enhancement of advisor-client relationships. - Team Management: Lead and mentor a team of product owners dedicated to developing and improving platforms for FAs and advisors. Foster a collaborative environment that fosters innovation and professional growth. - Stakeholder Engagement: Serve as the primary liaison between the product team and key stakeholders, including advisors, wealth management teams, and senior management. Integrate stakeholder insights and feedback into the product development process. - Product Development Oversight: Supervise the entire product lifecycle, ensuring platforms are developed and delivered to meet the high standards expected by UHNW clients. Focus on delivering features that enhance advisor efficiency and client satisfaction. - Prioritization and Backlog Management: Guide the team in prioritizing features that add the most value to advisors and their clients. Manage the product backlog for timely delivery of impactful features. - Market Analysis and Research: Stay updated on industry trends, competitor offerings, and client expectations. Utilize this information to make informed product decisions and maintain a competitive edge in the UHNW segment. - Performance Metrics and Reporting: Establish and track key performance indicators (KPIs) specific to advisor-led platforms. Utilize data-driven insights to optimize platform offerings and report on performance to stakeholders. - Risk Management: Identify and mitigate risks related to platform development, ensuring compliance with industry regulations and standards. Implement strategies to safeguard client data and platform integrity. - Budget Management: Supervise the budget for platform development, ensuring efficient resource allocation to meet strategic goals and enhance the advisor-client experience. - Innovation and Continuous Improvement: Foster a culture of innovation within the team, exploring new technologies and methodologies to enhance platforms for FAs and advisors. Continuously seek feedback and implement improvements. Qualifications Required: - Minimum Bachelor's degree in finance, economics, technology, or related field, or equivalent combination of training and experience. - Minimum 17+ years of relevant Product Owner experience with 7+ years of people management experience, including senior team members, officers. - Minimum 10+ years' experience in financial services/program management, with a preference for experience in wealth management working with FAs/advisors. - Domain Experience in Wealth management is a must. - Strong experience with Business processes, Agile methodologies, delivery practices, and reporting. - Exceptional Stakeholder management skills, able to build rapport and trust globally. - Excellent Communication skills. - Superior active listening, research/investigative, communication (verbal and written), and presentation skills tailored for different audiences. - Proficiency in Microsoft Office (Word, Excel, and PowerPoint). - Experience in GenAI is a plus. Role Overview: As an Executive Director in wealth management platforms at Morgan Stanley, you will play a crucial role in supervising the development and implementation of strategic initiatives aimed at enhancing platform capabilities and client experiences. Your collaboration with cross-functional teams will ensure the delivery of innovative solutions tailored to meet the needs of High-Net-Worth clients and contribute to business growth. Key Responsibilities: - Strategic Leadership: Develop and communicate a clear vision and strategy for advisor-led platforms catering to the unique needs of Affluent & UHNW clients. Ensure alignment of the product roadmap with firm goals and enhancement of advisor-client relationships. - Team Management: Lead and mentor a team of product owners dedicated to developing and improving platforms for FAs and advisors. Foster a collaborative environment that fosters innovation and professional growth. - Stakeholder Engagement: Serve as the primary liaison between the product team and key stakeholders, including advisors, wealth management teams, and senior management. Integrate stakeholder insights and feedback into the product development process. - Product Development Oversight: Supervise the entire product lifecycle, ensuring platforms