Morgan Stanley · 1 week ago
Retail Banking Product Manager, AVP
New York, NY
Full-time
Onsite
Mid, Senior Level
$85K/yr - $140K/yr
5+ years expMorgan Stanley is a global financial services leader with three core businesses: Wealth Management, Investment Management and Institutional Securities. They are seeking a motivated Assistant Vice President to support product enhancements and new initiatives across their transactional deposit suite, managing products from concept through launch and ensuring continuous improvement.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Lead and develop team members by setting clear priorities, providing consistent performance feedback, and ensuring coordinated execution across cross-functional partners
Drive product performance by owning existing offerings and spearheading new initiatives that increase adoption across multiple channels
Manage cross-functional teams—including Digital Platforms, Technology, Operations, Marketing, Sales, Legal, Compliance, and Finance—to successfully launch and implement strategic initiatives
Partner with Digital Platforms colleagues to define requirements, oversee testing, and deliver seamless experiences that deepen client deposit relationships
Maintain rigorous project management discipline by documenting and tracking key tasks and deliverables, communicating delays or completions, and providing clear progress updates in stakeholder forums
Analyze product trends and report on regional and nationwide performance across various products
Develop key performance indicators, track progress, and collaborate with Technology to enhance and deepen reporting capabilities
Prepare analyses for senior management and communicate key findings and insights succinctly
Evaluate competitive strategies across the industry to inform product positioning and strategy
Draft internal, Financial Advisor, and client-facing communications, and collaborate with partners to implement transactional deposit product strategies
Support Financial Advisors, Private Bankers, and Client Service teams in driving product sales and resolving escalated client issues
Update policies and procedures to accurately reflect changes and enhancements to transactional deposit products
Qualification
Required
5–7 years of professional experience in Banking Services or Technology; experience in Banking Product Management or consulting at a major financial institution is a plus
Strong understanding of retail and private banking products, including user experience, economics, rate environment, and market trends
Proven track record of successfully managing multi-stakeholder products and projects
Bachelor's degree in Finance, Economics, Accounting, or a related field; liberal arts degrees are also welcomed
Operate as a self-starter, managing multiple tasks independently with strong time management and attention to detail
Develop junior team members through structured guidance, coaching, and skill-building to elevate performance and expand contributions
Think analytically and strategically, tackling unstructured problems with limited guidance
Adapt quickly as a team player, learning new concepts efficiently and applying them effectively
Define and evaluate strategies and business use cases to support product and organizational goals
Demonstrate strong product intuition and user empathy to deliver client-focused solutions
Create compelling, senior-management-ready presentations with excellent PowerPoint skills and cohesive storytelling
Communicate clearly and effectively through exceptional verbal and written communication skills
Leverage proficiency in MS Office tools, including Excel, PowerPoint, and Access, to support analysis and reporting
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-14
Crowdfund Insider
2026-01-14
Company data provided by crunchbase