KYC Onboarding Product Owner, Assistant Vice President

KYC Onboarding Product Owner, Assistant Vice President

Wealth Management Platforms
Purchase, NY

We are seeking a dedicated and experienced individual to join our team as an Assistant Vice President, Product Owner within the Automation and Workflow Solutions Team. This pivotal role is responsible for spearheading transformative change and executing strategic initiatives that are crucial for risk mitigation and enhancing operational efficiencies. The Product Owner will collaborate closely with cross-functional teams, leveraging advanced technologies to design, build and deliver platform solutions.

We are looking for a smart, passionate, and detail-oriented leader who thrives in a collaborative environment, enjoys engaging with a diverse group of stakeholders, and excels at solving complex problems. The ideal candidate will challenge the status quo to design innovative solutions that enhance our Automation & Workflow platform portfolio, driving process efficiencies and unlocking new business opportunities.

About Morgan Stanley

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.

Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

Department Overview

In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals

Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office.

The Automation & Workflow Solutions Team is a strategic transformation function within Morgan Stanley Wealth Management. Positioned at the intersection of process reengineering and technology, the A&W Team leads large-scale initiatives that drive operational excellence through workflow, automation, software/application development, artificial intelligence (GenAI, Agentic AI), and intelligent document processing solutions. The team plays a key role in creating widespread efficiency that enables a shift in capacity towards higher-value clients and business-focused activities.

What you’ll do in the role:

As part of the WM Platforms Team, this candidate should be comfortable solving tough problems and challenging the status quo to design solutions that enhance the strategy and onboarding platform portfolio. The candidate will have a unique opportunity to engage with various stakeholders surrounding a key business initiative and leverage advanced technologies. Primary focus will include overseeing the Client and Account Onboarding Platform that supports several dynamic and multi-phase projects to transform the firm's existing client onboarding and Know Your Client (KYC)/Enhanced Due Diligence process.

• Liaison Role: Serve as a bridge between business, product, User Experience, Financial Crimes Risk, and technology teams to deliver platform solutions and create new processes.

• Agile Squad Leadership: Own business requirements and user stories, translating stakeholder needs into well-crafted backlog items. Collaborate closely with agile squads to refine, prioritize, and deliver high-value features through sprint planning and execution.

• Backlog Management: Own backlog refinement and sprint planning; clearly articulate requirements to squad and program stakeholders and drive timely delivery of key features.

• Engagement & Transformation: Lead client and account onboarding transformation initiatives, identify high-impact opportunities, and craft compelling business cases across multiple business channels demonstrating strong ROI potential.

• Business Analysis & Testing: Conduct comprehensive business analysis to define detailed technology requirements; carry out testing to confirm quality of features delivered.

• Process Improvement: Critically evaluate and optimize existing processes, system controls, and technology solutions to address the needs of key business stakeholders.

• User Journey & Process Alignment: Map and refine critical user