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Unified Digital Platform Product Management - Executive Director

Morgan Stanley
Westchester, United Statesfull_timeVerifiedPosted 11 Aug 2025
💰 $250,000/yr($175,000/yr$250,000/yr)

About the role

Digital Client Experience & Platforms - Platform Strategy and Product Management - Executive Director

COMPANY PROFILE
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

JOB DESCRIPTION
We are seeking a talented and motivated digital product and strategy lead to join the Morgan Stanley Wealth Management Digital Client Experience & Platforms team. The Digital Client Experience & Platforms team defines and drives the online and mobile experiences for Morgan Stanley and E*TRADE clients. In the Executive Director role, you will set direction and contribute to the creation and on-going success of the latest digital solutions for our clients. This role will help define the strategy and manage implementation of unified client platforms across multiple client-types.

You will be a vital part of a dynamic team responsible for delivering strategy and developing digital client-facing experiences for all digital platforms, including Morgan Stanley Online/Mobile, and E*TRADE web and mobile. As a smart, passionate, detail-oriented team player who loves interacting with a diverse set of people solving tough problems and challenging the status quo, this is an amazing opportunity to forge a new digital direction for a highly respected company that is deeply committed to reinventing itself. Strong performing individuals will be supported in further professional development.


RESPONSIBILITIES


> Work with constituent teams to define vision, strategy, priorities, approaches and roadmaps for creation and delivery of effective digital platform and product solutions with a focus on client needs, risk management and operational efficiency supported by a superior digital client experience
> Build alignment across cross-functional teams (Digital, UX, Service, Operations, Technology, Marketing, and Business) teams to deliver effective solutions for millions of digital clients and the advisors who serve them
> Work closely with Product and Technology teams to ensure effective identification of client needs and alignment with program strategy and goals
> Develop and socialize compelling business cases to support investment in program needs
> Work with a diverse group of cross-functional teams to ensure creative and continuous improvements - with the goal of exciting our clients, leading the market, and growing the business
> Drive insights and practical recommendations using feedback from clients, internal stakeholders and key partners across the enterprise
> Prepare and deliver executive level presentations, demos and status updates
> Gather, organize, and process internal and external feedback to identify and prioritize platform gaps, enhancements, and new features
> Team with program management office and Technology Delivery teams to effectively organize, plan, and deliver program releases
> Define and track KPIs and product/program adoption and usage metrics - evangelize adoption QUALIFICATIONS

> 8-12 years of experience as a leader in digital strategy and product management, having defined business strategy for client acquisition and experience, delivering cost savings / revenue generating programs across multiple domains
> Proficient at defining, analyzing, documenting, and communicating product and software requirements in an agile software development setting
> Keen intellect - ability to gather, analyze and synthesize a significant amount of information, and turn it into clear and actionable deliverables
> Self-starter with entrepreneurial drive and demonstrated ability to identify and solve critical problems and achieve stretch goals
> Naturally curious, analytical and data-driven - demonstrated track record of utilizing data to measure performance, identify opportunities, and make successful decisions
> Experience collaborating with multiple cross-functional teams to deliver client-friendly products and user experiences
> Understanding and knowledge of web and mobile technologies
> Effective communication skills, both written and verbal, with ability to present materials to the highest levels in the organization and serve as one of the rec

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Company

Morgan Stanley

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