Morgan Stanley · 4 hours ago
Product Manager, Portfolio Margin Offering - Wealth Management Platforms – Vice President
Purchase, NY
Full-time
Onsite
Senior Level, Lead/Staff
$110K/yr - $190K/yr
9+ years expMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The role involves leading the development of the Portfolio Margin offering, articulating growth strategies, and collaborating with various teams to enhance product features and manage trading risks.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Work with leadership and stakeholders to articulate a clear growth plan with actionable roadmap of deliverables
Socialize the plan with the broader organization to gain acceptance
Define the client journey to create user persona that will allow the firm to gain a deeper understanding of how these clients interact with the Product, what tool do they do they use, what is their trading pattern etc
Leverage findings to guide the design and building of the next set of Product features aimed at capturing market shares and creating stickiness with current customers
Utilize strong analytical skills to identify, evaluate and define complex systems
Create product artifacts (business requirements, functional requirements, migration plans, communication plans, project updates for senior management) and gain approval from business and technology leaders
Work with Partners in Risk, Sales and Service, UX and channels teams to create the best experience for this group of highly sophisticated clients
Drive forward the next phase of growth of a product with high potential to new height but in a very strategic and thoughtful way
Work with Risk teams to understand their unique needs and help them build the next generation of tools to help the firm manage risk
Qualification
Required
Minimum of 9 years of transferrable experience across work and higher education
Proven track record of building and launching new products for retail clients and/or internal stakeholders
Deep knowledge of Option pricing models and associated risk management
Ability to synthetize and model large data set to extract valuable information that can help deepen understanding of the risk or uncover insight to help better manage the product
Experience building and launching client facing applications
Experience managing a revenue generating product
Risk Management and data modeling is highly desirable
Benefits
Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
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