Financial Planning Business Analyst, Platforms, Director, Wealth Management - Morgan Stanley

Overview

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.

Division Profile

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. It manages digital products used by over 16,000 Financial Advisors across the firm. 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.

Position Summary

The Wealth Management Field Experience & Platforms team is responsible for supporting the creation and on-going development of the latest solutions for Morgan Stanley clients, prospective clients and financial advisors. It manages digital products used by over 16,000 Financial Advisors across the firm. The Financial Planning Group is responsible for the financial planning and advice tools platforms leveraged by Morgan Stanley Financial Advisors and clients.

Primary Responsibilities

Key responsibilities will include but will not be limited to the following:

• As part of the Financial Planning team, this individual will support the development and management of the firm's financial planning and advice tools.
• Business requirement development and agile story development, including story grooming, impact analysis and issue tracking and resolution.
• Assist with requirements socialization and approval process.
• Facilitate business requirement elaboration and analysis sessions to drive the development of functional requirements.
• Work directly with the product owners to ensure that specific initiatives supporting the platform strategy are executed.
• Timely track the status of the project against agreed timelines and provide timely project updates.
• Build and maintain trusted relationship with all stakeholders across different functions (Business, Product, Technology, QA, UAT etc.)
• Work closely with user experience teams to design solutions that meet business needs.
• Review functional and data requirements.
• Review test plans, test scripts and test data for UAT phase.
• Review test results and participate in user acceptance testing, including participating in defect status / review meetings, reporting issues, provide guidance and clarification to UAT team and sign off on required changes.
• Assist in release events and required regression testing.
  
  
  

• 6-9 years of professional experience in business analysis, product management, or platform support within wealth management, financial services, or fintech.
• Proven ability to analyze, document, and communicate business and technical requirements in Agile or hybrid delivery models.
• Independent self-starter who can manage multiple activities to aggressive deadlines
• Strong attention to detail with excellent analytical, organizational, and problem-solving abilities.
• Excellent written and verbal communication skills with the ability to interact effectively across global business and technology teams.
• Ability to manage multiple tasks under tight deadlines in a dynamic environment.
• Team player with a collaborative attitude and strong ownership mindset.
• Should be able to resolve product related team queries and assist with problem resolution.
  
  
  

• Working knowledge of financial products, Lief View, Goal based planning, financial planning in a wealth management environment.
• Familiarity with JIRA, Confluence, MS Office Suite, and data visualization tools (Excel, Power BI) is a plus.
  
  
  

• Bachelor's degree in Business Management, Finance, Economics, Computer Science, Engineering, or a related field required.
• Advanced degrees would be a plus.
  
  
  

• Familiarity with and/or experience with agile development methodology
• Understanding of financial planning concepts
• Excellent organizational skills with an ability to handle multiple projects
• Ability to interact effectively and collaborate with other Business Analysts, product owners and business partners
• Effective problem solver
• Familiarity with and/or experience with business analysis and requirements documentation
• Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
• Self-starter who can lead and drive multiple projects and activities to aggressive deadlines
• Familiarity with and/or experience with user acceptance testing
  
  
  

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 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.