Product Manager – Workplace Platforms - Assistant Vice President

Product Manager – Workplace Platforms - Assistant Vice President

Calgary, Alberta

Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust.

Position Summary

Workplace Platforms is a division within Morgan Stanley Wealth Management Platforms, comprised of the digital platforms supporting the Morgan Stanley at Work businesses - including Equity Compensation, Retirement Plan Solutions, and Deferred Compensation. The Workplace Platforms team drives and defines the digital and online experience for wealth management and corporate clients. The overall mission of the division is to create a best-in-class experience for both corporate clients and their employees (“participants”) as we engage them throughout their financial life journey, ultimately leading to a deepening of their Morgan Stanley Wealth Management relationship. Our approach will be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing. Our goal will be to drive growth across all client segments, with new digital capabilities.

Within Workplace Platforms, the Private Markets product area specifically focuses on building a scalable ecosystem around equity compensation for private clients. As a Product Manager, you will be responsible for contributing to the strategy to deliver a differentiated experience for users of our workplace platforms.

You will work closely with stakeholders across the organization to plan and deliver key initiatives that support the firm's long-term strategy. This includes helping to bring the full value of the firm to clients and connecting workplace offerings with a clear path to advice. You will also assist with defining an ideal user experience across various digital platforms in support of this mission.

Job Responsibilities

• Own the execution of assigned Private Markets platform roadmap items and drive work from discovery and prioritization through delivery, launch, and post-implementation review.
• Translate business objectives, user needs, and control requirements into clear product requirements, epics, user stories, acceptance criteria, process flows, and business rules.
• Partner closely with Technology throughout solution design, estimation, sequencing, development, testing, release planning, and production implementation.
• Collaborate with User Experience Design & Research to define user journeys, validate concepts, incorporate research insights, and deliver intuitive and consistent experiences.
• Engage Legal, Compliance, Risk, Information Security, Privacy, and other control partners early and throughout the delivery lifecycle; document decisions and ensure required controls are incorporated into the solution.
• Coordinate cross-functional stakeholders, identify dependencies and risks, escalate issues when needed, and maintain clear ownership of actions and decisions.
• Develop and maintain delivery plans, status reporting, executive updates, decision materials, and roadmap communications for leaders and partner teams.
• Lead or support user acceptance testing, release readiness, implementation planning, stakeholder communications, and post-launch monitoring.
• Define success measures and partner with analytics and reporting teams to monitor adoption, client outcomes, operational performance, and product health.
• Use data, client feedback, operational insights, and market context to recommend product enhancements and inform roadmap priorities.
• Contribute to a strong product management practice through reusable standards, transparent documentation, and continuous improvement of delivery processes.
• Build trusted relationships across Morgan Stanley at Work and represent the Private Markets Platforms team in cross-functional forums.

Skills

• 5+ years of experience in product management, product ownership, business analysis, digital platform delivery, or a related role.
• Demonstrated experience delivering complex technology initiatives through Agile, Waterfall, or hybrid development lifecycles.
• Familiarity with data analytics and AI-enabled tools used to inform product decisions or improve user experiences is a plus.
• Thrives in complexity - bringing clarity to ambiguous problems, making confident trade-offs, and communicating simply without losing nuance.
• Strong requirements and technical writing skills, including experience developing epics, user stories, acceptance criteria, process flows, and business rules.
• Proven ability to work effectively with Technology, UX, Operations, Legal, Compliance, Risk, and control partners in a regulated environment.
• Strong execution discipline with the ability to manage multiple priorities, dependencies, risks, and stakeholder expectations.
• Excellent written and verbal communication skills, including experience preparing status updates and presentations for senior stakeholders.
• Strong analytical and problem-solving skills, with the ability to synthesize information from multiple stakeholder groups and make clear recommendations.
• Proficiency with Excel and PowerPoint; familiarity with product delivery and collaboration tools is preferred.
• Knowledge of private markets, equity administration, cap table management, liquidity programs, or workplace financial solutions is preferred

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Product Manager – Workplace Platforms - Assistant Vice President

CE QUE VOUS POUVEZ ATTENDRE DE MORGAN STANLEY:

Chez Morgan Stanley, nous levons, gérons et allouons des capitaux pour nos clients, afin de les aider à atteindre leurs objectifs. Nous le faisons d'une manière qui nous distingue des autres – et cela fait 90 ans que nous procédons ainsi.  Nos valeurs – donner la priorité à nos clients, agir de manière intègre, innover grâce à des idées exceptionnelles, s’engager en faveur de la diversité et de l’inclusion, et s’investir dans la société – ne sont pas de simples convictions : elles guident les décisions que nous prenons chaque jour afin d’agir dans l’intérêt de nos clients, de nos communautés et de nos plus de 80 000 collaborateurs répartis dans 1 200 bureaux à travers 42 pays. Chez Morgan Stanley, vous aurez l'occasion de travailler aux côtés des meilleurs et des plus brillants, dans un environnement où vous bénéficierez d'un soutien et d'une grande autonomie. Nos équipes sont composées de collaborateurs infatigables et d'esprits créatifs, qui puisent leur inspiration dans la diversité de leurs parcours et de leurs expériences. Nous sommes fiers d'accompagner nos collaborateurs et leurs familles à chaque étape de leur parcours professionnel, en leur proposant des avantages sociaux et des avantages complémentaires parmi les plus attractifs et les plus complets du secteur. Il existe également de nombreuses possibilités d'évolution au sein de l'entreprise pour ceux qui font preuve de passion et de détermination dans leur travail.

Pour en savoir plus sur nos bureaux à travers le monde, veuillez copier-coller l'adresse https://www.morganstanley.com/about-us/global-offices dans votre navigateur.

Morgan Stanley est un employeur garantissant l'égalité des chances, qui s'engage à constituer et à maintenir un effectif diversifié en termes d'expérience et d'origine.  Nos efforts en matière de recrutement témoignent de notre engagement fort en faveur d'une culture d'inclusion, dans laquelle les personnes sont recrutées, formées et promues en fonction de leurs compétences et de leurs talents.

Notre personnel est le reflet d'un large éventail des communautés mondiales au sein desquelles nous exerçons nos activités, apportant ainsi une grande diversité de parcours, de talents, de points de vue et d'expériences.

Pour plus d'informations, rendez-vous sur: https://www.morganstanley.com/people-opportunities/eeo.