Job Description
Product Manager – Workplace Platforms, Executive Director
Wealth Management Platforms
Calgary, AB
The Executive Director for Global Equity Compensation and Workplace Wealth Initiatives will lead efforts within Morgan Stanley Wealth Management Platforms, focusing on digital platforms that support Morgan Stanley at Work businesses. This role emphasizes Equity Compensation and leading initiatives in the Workplace Wealth space on a global scale. The mission is to create a best-in-class experience for corporate clients and their employees worldwide, enhancing their financial journey and deepening their relationship with Morgan Stanley Wealth Management. The approach will be highly scalable, leveraging an omni-channel strategy with a focus on messaging, onboarding, cross-selling, activation, and servicing. The goal is to drive growth across all client segments with new digital capabilities.
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.
What you’ll do in the role:
Lead the strategy and execution of digital, online, and mobile customer experiences specifically for Global Equity Compensation and Workplace Wealth initiatives.
Collaborate with senior stakeholders across the organization to plan and deliver key initiatives that align with the firm's long-term strategy in the Workplace Wealth space globally.
Oversee the integration of equity compensation offerings with a clear path to advice, ensuring the full value of the firm is brought to clients.
Define and implement an ideal user experience across various digital platforms, focusing on equity compensation.
Communicate changes, coordinate deliverables, and track progress with a variety of internal stakeholders.
Oversee the writing of requirements/epics/stories for integrating equity compensation experiences into the wealth management client experience.
Lead cross-functional teams to design and develop new products, features, and enhancements in the Workplace Wealth space.
Identify dependencies and keep constituent groups informed of progress towards delivery.
Maintain key strategic presentation materials for executive decision-making.
Ensure appropriate implementation of risk controls based on input from control partners (e.g., legal & compliance).
Define and track success metrics and oversee ongoing and ad-hoc data reporting requests.
Skills Required:
10+ years as a product owner/manager/analyst, with leadership experience.
Extensive experience with technology development processes and lifecycle (Agile/Waterfall).
Deep understanding of the corporate stock plan business and operating paradigms, with a focus on equity compensation.
Experience with trading platforms and a strong understanding of the global regulatory environment.
Exceptional interpersonal and communication skills with the ability to build relationships with senior stakeholders across the organization.
Proven ability to gather and synthesize information from multiple stakeholder groups (including end users) to enable decision-making.
Strong technical writing skills for user story/requirement writing.
Advanced Excel and PowerPoint skills for data analysis and building presentations for senior management.
Strong analytical and problem-solving skills, with the ability to develop clear and concise business rules.
Knowledge of AI tools and data insights to inform product decisions, enhance user experiences, and integrate AI capabilities into product solutions.
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.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.
Wealth Management Platforms
Calgary, AB
The Executive Director for Global Equity Compensation and Workplace Wealth Initiatives will lead efforts within Morgan Stanley Wealth Management Platforms, focusing on digital platforms that support Morgan Stanley at Work businesses. This role emphasizes Equity Compensation and leading initiatives in the Workplace Wealth space on a global scale. The mission is to create a best-in-class experience for corporate clients and their employees worldwide, enhancing their financial journey and deepening their relationship with Morgan Stanley Wealth Management. The approach will be highly scalable, leveraging an omni-channel strategy with a focus on messaging, onboarding, cross-selling, activation, and servicing. The goal is to drive growth across all client segments with new digital capabilities.
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.
What you’ll do in the role:
Lead the strategy and execution of digital, online, and mobile customer experiences specifically for Global Equity Compensation and Workplace Wealth initiatives.
Collaborate with senior stakeholders across the organization to plan and deliver key initiatives that align with the firm's long-term strategy in the Workplace Wealth space globally.
Oversee the integration of equity compensation offerings with a clear path to advice, ensuring the full value of the firm is brought to clients.
Define and implement an ideal user experience across various digital platforms, focusing on equity compensation.
Communicate changes, coordinate deliverables, and track progress with a variety of internal stakeholders.
Oversee the writing of requirements/epics/stories for integrating equity compensation experiences into the wealth management client experience.
Lead cross-functional teams to design and develop new products, features, and enhancements in the Workplace Wealth space.
Identify dependencies and keep constituent groups informed of progress towards delivery.
Maintain key strategic presentation materials for executive decision-making.
Ensure appropriate implementation of risk controls based on input from control partners (e.g., legal & compliance).
Define and track success metrics and oversee ongoing and ad-hoc data reporting requests.
Skills Required:
10+ years as a product owner/manager/analyst, with leadership experience.
Extensive experience with technology development processes and lifecycle (Agile/Waterfall).
Deep understanding of the corporate stock plan business and operating paradigms, with a focus on equity compensation.
Experience with trading platforms and a strong understanding of the global regulatory environment.
Exceptional interpersonal and communication skills with the ability to build relationships with senior stakeholders across the organization.
Proven ability to gather and synthesize information from multiple stakeholder groups (including end users) to enable decision-making.
Strong technical writing skills for user story/requirement writing.
Advanced Excel and PowerPoint skills for data analysis and building presentations for senior management.
Strong analytical and problem-solving skills, with the ability to develop clear and concise business rules.
Knowledge of AI tools and data insights to inform product decisions, enhance user experiences, and integrate AI capabilities into product solutions.
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.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.
💡 Quick Summary
Seeking a career-building opportunity? The Product Manager – Workplace Platforms, Executive Director position is now open for candidates interested in the Bank Jobs sector. This role in Calgary offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
