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Wealth Management Strategic Solutions Product Owner/Business Analyst - Associate

Morgan Stanley · Purchase, New York, United States of America

📍 Purchase, New York, United States of Americavia workdayFirst listed here 2026-09-22
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Wealth Management Strategic Solutions Product Owner/Business   A nalyst   - Associate   Wealth Management Platforms   Location: Purchase   We are looking for a dedicated individual to join our team as an Associate Product Owner/Business Analys t   within   Wealth   Management Strategic Solutions Team (WMSS) . This critical position   is responsible for   driving transformative change and executing strategic initiatives that are essential for risk mitigation and enhancing operational efficiencies. The   Product Owner/ Business A nalyst   will work closely with cross-functional teams,   utilizing   advanced technologies to deliver top-tier solutions that align with our business   objectives . We   seek   a smart, passionate, and detail-oriented team player who thrives in a collaborative environment, enjoys engaging with a diverse group of individuals, and is adept at solving complex problems. The ideal candidate will challenge the status quo to design innovative solutions that enhance our Automation & Workflow platform portfolio, create process efficiencies, and unlock new business opportunities.   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 nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating   Office .   The   WMSS   Team is a strategic transformation function within Morgan Stanley Wealth Management. Positioned at the intersection of process reengineering and technology, the   WMSS   Team leads large-scale initiatives that drive operational excellence through workflow, automation, software/application development, artificial intelligence (GenAI, Agentic AI), and intelligent document processing solutions. The team plays a key role in creating widespread efficiency that enables a shift in capacity towards higher-value clients and business-focused activities.   What   you’ll   do in the role:   Liaison Role:  Serve as a bridge between business, product, User Experience, and technology teams to deliver platform solutions and create new processes.   Agile Squad   Activities : Create business requirements and user stories, translating stakeholder needs into well-crafted backlog items. Collaborate closely with agile squads to refine, prioritize, and deliver high-value features through sprint planning and execution.   Business Analysis & Testing : Conduct comprehensive business analysis to define detailed technological requirements; carry out testing to confirm quality of features delivered.   Engagement & Transformation : Support business process transformation initiatives,   identify   high-impact opportunities, and craft compelling business   cases   demonstrating   strong ROI potential.   Process Improvement : Evaluate and   optimize   existing processes and technology solutions to address the needs of key business stakeholders.   User Journey & Process Alignment : Map and refine critical user journeys, use cases, workflows, and business processes to align with strategic   objectives   and meet user and business requirements.   Strategic Change Support : Champion strategic change efforts from ideation through post-launch—managing requirements gathering, conducting impact analysis, overseeing user testing, executing rollout plans, and monitoring success metrics.   Backlog Management:  Manage backlog refinement and sprint planning; clearly articulate requirements to squad and program stakeholders and drive timely delivery of key features.   Skills Required:   Demonstrates a self-starting attitude with   a strong sense   of ownership and accountability   Possesses   strong communication   skills, both written and verbal, with the ability to simplify complex projects for senior leadership and build strong relationships across teams.   Exhibits strong analytical and adept at managing ambiguity, synthesizing data, and providing innovative solutions to both tactical and strategic challenges.   Skilled in prioritizing and managing multiple concurrent initiatives   Experience in Agile or application development methodologies, and an understanding of the Software Development Life Cycle (SDLC) a plus   At least 2 years of relevant experience in software or product implementation,   consulting   or careers where a similar skill set is developed and demonstrated   Bachelor's Degree   required   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 co

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