Wealth Management Strategic Solutions Product Owner/Business Analyst - Associate

Wealth Management Strategic Solutions Product Owner/Business Analyst -Associate

Wealth Management Platforms

Location: Purchase

We are looking for a dedicated individual to join our team as an Associate Product Owner/Business Analyst 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 Analyst 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 S