Director - Client Onboarding Product Owner (Wealth Management)

The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.

Position Summary:
We are seeking a talented and motivated digital product manager to join the Morgan Stanley Wealth Management Platforms team. As a product owner, you will inform direction and contribute to the creation and on-going success of the latest digital solutions for our clients.

Key Responsibilities:
Key responsibilities will include but will not be limited to the following:
>Provide daily support to Financial Advisors, Support Professionals and Operations teams.
>Respond to inquiries via phone, email and internal systems.
>Analyze Field inquiries and determine training and education solutions.
>Document and analyze system issues; develop and write requirements (JIRA).
>Support multiple products and workstream simultaneously including but not limited to: Client Onboarding, New Accounts, eSign, regulatory including Enhanced Due Diligence (EDD), Know Your Client (KYC), SEC Regulation Best Interest (Reg BI).
>Partner with internal teams to delivery excellent customer service.
>Assist with audits and Risk and Control Self Assessments (RCSA).

Experience:
>Bachelors degree required.
>A minimum of 3 - 6 years of experience in Client Service and Product Management, preferably in the financial services industry.
>Series 7 a plus. *Required Skills:
>Strong customer service skills.
>Strong analytical skills.
>Strong presentation skills.
>Experience working in an Agile development environment.
>Excellent communication skills, including the abil