TIPs Product Manager jobs in United States
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E*TRADE from Morgan Stanley · 12 hours ago

TIPs Product Manager

Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and institutions. The TIPs Product Manager will oversee day-to-day operations of Traditional Investment Products, support product development, and manage various tactical and strategic initiatives.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

A subject matter expert (SME) on Unit Investment Trusts (UITs) or Mutual Funds and industry related topics
Support day to day functions during US business hours for Traditional Investment Products (TIPs) and Product Development teams including responding to FA inquiries and requests
Partner with Product Development and Operations on implementation of fund / trust setups, process changes, Rollovers, FA notifications, case management requests, etc
Provide business analyst support to strategic and tactical projects including business requirements, project management, quality assurance testing and the development of communication strategies
Participate in various product review and technology/platform committees acting as a SME for the products and the billing related topics
Responsible for the maintenance of policies and procedures, maintaining and enhancing controls, interacting with internal audit and product risk, and mitigating risks
Serve as the point of contact for Sponsors on prospectus reviews, product changes, Rollovers and real-time trading issues
Work with Operations on FA inquiries related to product availability, platform related issues, Product information, and real-time trading issues

Qualification

Unit Investment TrustsMutual FundsAnalytical SkillsMicrosoft ExcelProject ManagementInterpersonal SkillsAttention to DetailCollaboration

Required

A subject matter expert (SME) on Unit Investment Trusts (UITs) or Mutual Funds and industry related topics
Support day to day functions during US business hours for Traditional Investment Products (TIPs) and Product Development teams including responding to FA inquiries and requests
Partner with Product Development and Operations on implementation of fund / trust setups, process changes, Rollovers, FA notifications, case management requests, etc
Provide business analyst support to strategic and tactical projects including business requirements, project management, quality assurance testing and the development of communication strategies
Participate in various product review and technology/platform committees acting as a SME for the products and the billing related topics
Responsible for the maintenance of policies and procedures, maintaining and enhancing controls, interacting with internal audit and product risk, and mitigating risks
Serve as the point of contact for Sponsors on prospectus reviews, product changes, Rollovers and real-time trading issues
Work with Operations on FA inquiries related to product availability, platform related issues, Product information, and real-time trading issues
Extensive knowledge of and experience with Unit Investment Trusts (UITs) or Mutual Funds and industry related topics
Excellent analytical skills and strong attention to detail
Must be proficiency in Word, PowerPoint, and Excel (functions, formulas and macros)
Prior experience managing strategic initiatives and experience in any traditional investment products
Strong judgment in prioritizing, evaluating and sharing information as appropriate, and determining issues requiring escalation
Ability to work independently, often on multiple assignments concurrently, while adhering to deadlines and the group's standards
Strong interpersonal, collaborative and team skills including ability to work with third party investment managers and Financial Advisors

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.

H1B Sponsorship

E*TRADE from 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
2020 (3)

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Executive Director, Creative Services
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Company data provided by crunchbase