About the position
Ultra-High Net-Worth (UHNW) Planning is a team within the Financial Planning department of Morgan Stanley's Global Investment Office dedicated to Wealth Management's ultra-high net-worth and institutional clients. The team has two mandates: Client Strategy - Consult on live client and prospect cases from the PWM, Graystone, OCIO, and MS Family Office channels, devising holistic investment and wealth planning strategies; Product Development - Build and enhance a platform of proprietary investment tools leveraged by financial advisor teams. UHNW Planning frequently addresses asset allocation and estate planning strategies, but also gets involved in a variety of complex situations including advanced wealth planning, employee stock options, private equity commitments, single stock strategies and structured products.
Responsibilities
- Manage a team of product owners and direct all workflow and implementation decisions across the suite of products.
- Collaborate on solutions with other product areas.
- Coordinate frameworks of the team's product owners.
- Socialize possible solutions with stakeholders and field users.
- Communicate requirements and acceptance criteria with Technology.
- Test that all implementation is carried out correctly.
Requirements
- 5+ years of relevant work experience - preferably project or product management.
- Strong communication skills and an ability to operate cross-functionally, managing multiple projects with varying timelines.
- General understanding of global financial markets, asset allocation, and portfolio construction.
- Very strong attention to detail.
- Experience with JIRA is a strong plus.
- Series 7 and 66 licensed required or completion upon hire.
Benefits
- Comprehensive employee benefits and perks.
- Commission earnings and incentive compensation.
- Discretionary bonuses and other short and long-term incentive packages.
