Product and Financial Planning, Platforms, Associate, Wealth Management

Position Summary:

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.

This role offers an excellent opportunity for professionals with 3–6 years of experience in wealth management, investment products, or financial technology who want to deepen their exposure to fixed income products, trading platforms, and product lifecycle management.

The ideal candidate combines strong analytical skills with a foundational understanding of financial products and technology workflows.

Key Responsibilities:

• Collaborate with product, business, and technology teams to analyze and document business requirements for new features, enhancements, and regulatory initiatives.
• Document user stories, process maps, and data flow diagrams to ensure clarity between business objectives and technical implementation.
• Participate in platform design discussions, UAT planning, and testing for enhancements related to trading, portfolio management, and reporting.
• Help monitor platform adoption and usage metrics, and prepare insights or dashboards highlighting key trends.
• Consolidate and track user and stakeholder feedback to support prioritization of product or platform improvements.
• Coordinate cross-functional activities between business, operations, technology, legal, risk, and compliance teams to ensure smooth project execution.
• Maintain clear, organized documentation for requirements, test cases, and release notes.
• Support the development of training materials, FAQs, and user guides for internal partners as new functionalities are rolled out.

Must Have:

• 4–6 years of professional experience in business analysis, product management, or platform support within wealth management, financial services, or fintech.
• Proven ability to analyze, document, and communicate business and technical requirements in Agile or hybrid delivery models.
• Strong attention to detail with excellent analytical, organizational, and problem-solving abilities.
• Excellent written and verbal communication skills with the ability to interact effectively across global business and technology teams.
• Ability to manage multiple tasks under tight deadlines in a dynamic environment.
• Team player with a collaborative attitude and strong ownership mindset.

Good to have:

• Working knowledge of financial products — particularly fixed income, equities, and structured products — and how they are traded, booked, and reported in a wealth management environment.
• Understanding of investment lifecycle processes — trade execution, confirmation, settlement, and reporting.
• Familiarity with JIRA, Confluence, MS Office Suite, and data visualization tools (Excel, Power BI) is a plus.

Qualification:

• Bachelor’s degree in Business Management, Finance, Economics, Computer Science, Engineering, or a related field required.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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-officesinto your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.