Morgan Stanley · 18 hours ago
Separately Managed Accounts (SMA) Product Development Lead
New York, NY
Full-time
Onsite
Mid, Senior Level
$110K/yr - $185K/yr
5+ years expMorgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and institutions. The company is seeking a highly motivated professional to join the Investment Solutions Product Development team as the Product Development Manager leading Separately Managed Accounts (SMAs), focusing on enhancing product offerings and improving client experiences.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Serve as subject matter expert in SMAs, developing a strong understanding of the competitive landscape, sales trends, product innovations and the regulatory landscape
Lead strategic initiatives designed to improve efficiency, enhance the Financial Advisor and client experience, and innovate ensuring Morgan Stanley remains a leader in the product categories
Partner with National Sales to provide training, drive product awareness, and adoption of the businesses
Partner with Operations, Technology and Platform teams to streamline procedures, develop system enhancements, and improve the overall quality of the platform
Engage with asset management firms on new product development partnership opportunities
Partner with internal due diligence team to review, launch, and monitor products
Qualification
Required
At least 5 years of relevant experience in Wealth Management, Investment Management, product development and management, consulting, or other relevant experience
Active Series 7 and 63 required (must obtain within 6 months of start)
CFA a plus
Advanced proficiency in MS Office products (Excel, Word, PowerPoint)
Strong quantitative, analytical and data analysis / modelling skills
Excellent executive communication skills - verbal and written
Detail oriented; strong presentation skills; ability to multitask and lead on multiple strategic projects simultaneously
Ability to think creatively and strategically
Motivated, action-oriented self-starter with business ownership mentality
Strong organizational skills
Commercially driven
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
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
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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
South China Morning Post
2026-01-25
Company data provided by crunchbase