Associate - Product Owner – Client Data & Field Account Opening (Wealth Management)
Morgan Stanley
Date: 1 day ago
City: Mumbai, Maharashtra
Contract type: Full time
Company Profile
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
At Morgan Stanley India, we support the Firm's global businesses, with critical presence across Institutional Securities, Wealth Management and Investment management, as well as in the Firm's infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there's ample opportunity to move across the businesses.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Division Profile
The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.
Position Summary
We are seeking a talented and motivated digital product manager to join the Morgan Stanley Wealth Management Platforms team. As a product owner, you will inform direction and contribute to the creation and on-going success of the latest digital solutions for our clients.
Key Responsibilities
Key responsibilities will include but will not be limited to the following:
> Provide daily support to Financial Advisors, Support Professionals and Operations teams.
> Respond to inquiries via phone, email and internal systems.
> Analyze Field inquiries and determine training and education solutions.
> Document and analyze system issues; develop and write requirements (JIRA).
> Support multiple products and workstream simultaneously including but not limited to: Client Onboarding, New Accounts, eSign, regulatory including Enhanced Due Diligence (EDD), Know Your Client (KYC), SEC Regulation Best Interest (Reg BI).
> Partner with internal teams to delivery excellent customer service.
> Assist with audits and Risk and Control Self Assessments (RCSA).
Experience
> Bachelor's degree required.
> A minimum of 3 - 6 years of experience in Client Service and Product Management, preferably in the financial services industry.
> Series 7 a plus.
Required Skills
> Strong customer service skills.
> Strong analytical skills.
> Strong presentation skills.
> Experience working in an Agile development environment.
> Excellent communication skills, including the ability to present complex information in a clear and concise manner.
> Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization.
Registration Required
> None
EOE M/F/D/V Committed to Diversity
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Posting Date
Aug 30, 2024
Primary Location
Non-Japan Asia-India-Maharashtra-Mumbai (MSA)
Education Level
Bachelor's Degree
Job
Wealth Management
Employment Type
Full Time
Job Level
Associate
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
At Morgan Stanley India, we support the Firm's global businesses, with critical presence across Institutional Securities, Wealth Management and Investment management, as well as in the Firm's infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there's ample opportunity to move across the businesses.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Division Profile
The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.
Position Summary
We are seeking a talented and motivated digital product manager to join the Morgan Stanley Wealth Management Platforms team. As a product owner, you will inform direction and contribute to the creation and on-going success of the latest digital solutions for our clients.
Key Responsibilities
Key responsibilities will include but will not be limited to the following:
> Provide daily support to Financial Advisors, Support Professionals and Operations teams.
> Respond to inquiries via phone, email and internal systems.
> Analyze Field inquiries and determine training and education solutions.
> Document and analyze system issues; develop and write requirements (JIRA).
> Support multiple products and workstream simultaneously including but not limited to: Client Onboarding, New Accounts, eSign, regulatory including Enhanced Due Diligence (EDD), Know Your Client (KYC), SEC Regulation Best Interest (Reg BI).
> Partner with internal teams to delivery excellent customer service.
> Assist with audits and Risk and Control Self Assessments (RCSA).
Experience
> Bachelor's degree required.
> A minimum of 3 - 6 years of experience in Client Service and Product Management, preferably in the financial services industry.
> Series 7 a plus.
Required Skills
> Strong customer service skills.
> Strong analytical skills.
> Strong presentation skills.
> Experience working in an Agile development environment.
> Excellent communication skills, including the ability to present complex information in a clear and concise manner.
> Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization.
Registration Required
> None
EOE M/F/D/V Committed to Diversity
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Posting Date
Aug 30, 2024
Primary Location
Non-Japan Asia-India-Maharashtra-Mumbai (MSA)
Education Level
Bachelor's Degree
Job
Wealth Management
Employment Type
Full Time
Job Level
Associate
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Personal Assistant
Adani Realty,
Mumbai, Maharashtra
3 days ago
ResponsibilitiesRoles & Responsibilities : Discussions and follow ups with all the internal and external stakeholders for deliverables Data crunching, analysis and interpretation to come up with inferences. To work closely with the Business Head/ CEO Office, CFO Office, Project Development Teams for ongoing/new projects from implementation perspective. Data research and analysis to analyze the impact of projects on business outcomes,...
Product Manager-Toll & Transit
IDFC FIRST Bank,
Mumbai, Maharashtra
1 week ago
Role/ Job Title: Product Manager-Toll & TransitJob PurposeDesign Products for the toll and transit domain. Create partnerships in issuance and acquiring business.Regulatory and compliance.Roles And ResponsibilitiesExpert in digital payment space like UPI, BBPS, NFC, prepaid cards, wallets and API base solutionsKnowledge of digital journeys and understanding of mobile APP will be added advantage.The role holder will be responsible for working...
Material controller
Larsen & Toubro,
Mumbai, Maharashtra
1 week ago
To keep detailed in and out (transition) material record & update on day-to-day basis with Invoice & relevant documents.To carry out physical inventory on monthly/quarterly basis and send report to L&T base Office. To coordinate with vendor’s team and ensure that proper material stacking with proper identifications at yard to avoid material deterioration.To maintain segregation of material as per L&T...
