Wealth Management Platforms
New York Plaza, NY
About Morgan Stanley
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.
Department Overview
In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals
Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.
EquityZen, a part of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach, EquityZen delivers data-driven insights and tools that empower its 800,000 users to navigate the private markets with confidence. Having completed more than 51,000 private placements in nearly 500 private companies, EquityZen is on a mission to deliver “Private Markets for the Public.” EquityZen is looking for a detail-oriented and analytical Assistant Vice President, Platforms to join our growing team.
What you’ll do in the role:
Responsible for working on complicated, complex, and time-sensitive initiatives that help push the EquityZen platform forward.
Focus on user experience by partnering directly with design and engineering teams to build accessible, user-centric products.
Work closely with senior product leadership to aid in the execution of the company roadmap.
Write detailed specs and business-facing documentation, manage project execution, conduct User Acceptance Testing (UAT), A/B test, wireframe, and define product roll-out strategies.
Provide support for platform incidents and training for impending releases.
Develop meticulous technical and external-facing documentation, including API specifications and integration guides, to support seamless internal development.
Process, review, and interpret large bodies of qualitative data, quantitative data, and macro business trends to uncover new insights and iterate on original ideas.
Collaborate closely with Engineering to ensure the timely delivery of releases and products in a lean, agile environment.
Work closely with Sales, Operations, Compliance, and other internal teams to collect feedback and inform current and future product stories and enhancements.
Skills Required:
3+ years of experience as a Product Manager, preferably at a technology startup, with a track record of shipping complex products in a lean and agile organization.
Undergraduate degree, preferably with a concentration in Technology, Finance, or Economics.
Previous experience in Fintech, Wealthtech, private markets, or a highly regulated industry is strongly preferred.
Proven experience working directly with senior leadership to translate company vision into actionable product roadmaps.
Demonstrated ability to manage the entire product lifecycle—from ideation and writing detailed specs to project execution and defining go-to-market strategies.
Strong understanding of user-centered design principles, ability to wireframe, and professional experience partnering directly with engineering and UI/UX design teams.
A creative problem solver who is highly analytical, able to incorporate quantitative data, qualitative insights, and macro business trends to pivot and iterate on original ideas.
Hands-on experience designing, running, and analyzing A/B tests to drive adoption and engagement, utilizing analytics platforms (e.g., Mixpanel, Google Analytics, SQL).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley New York, New York, USA Office
1585 Broadway, New York, NY, United States, 10036
Morgan Stanley New York, New York, USA Office
522 5th Ave, New York, NY, United States
Similar Jobs
What you need to know about the NYC Tech Scene
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
