Product Manager – Financial Planning Platforms, Assistant Vice President

Morgan Stanley

New York, NY, US
Base: $85,000 to $140,000 py; bonus/equity: commis...
2-3 years professional experience
Strong written and verbal communication skills
Experience leveraging artificial intelligence platforms
This role supports the development of Morgan Stanley's financial planning and advice tools with a significant focus on AI agent development

Job Summary

  • This role supports the development of Morgan Stanley's financial planning and advice tools with a significant focus on AI agent development.
  • The position requires managing vendor relationships, maintaining project backlogs, and preparing high-level presentations for senior management.
  • Morgan Stanley offers a comprehensive benefits package and opportunities for career growth within a diverse, global workforce.

Matching Summary

This role supports the development of Morgan Stanley's financial planning and advice tools with a significant focus on AI agent development.

Salary

Base: $85,000 to $140,000 per year; Bonus/Equity: Commission, incentive compensation, discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • 2-3 years professional experience
  • Strong written and verbal communication skills
  • Experience leveraging Artificial Intelligence platforms
  • Advanced Microsoft Excel and PowerPoint skills
  • Awareness of SDLC processes and Agile Methodology

Nice-to-have

  • CFP certification or advanced degree
  • Knowledge of Envestnet MoneyGuide products
  • Prompt writing experience for AI agents
  • Wealth Management industry background
  • FinTech product management experience

Key Requirements

  • BS/BA degree required
  • Minimum 2-3 years of professional experience
  • Professional experience in financial services or FinTech

Work Rights

Not specified

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