Vice President – Home Loans Product Manager

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments — Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement, and trust services.
 

Morgan Stanley Private Bank, National Association (“MSPBNA”) offers banking and credit products and services, including securities-based lending, mortgage loans and home equity lines of credit primarily to Morgan Stanley Wealth Management’s high net worth clients.
 

MSPBNA is seeking a Vice President – Product Manager who will help lead projects and processes designed to meet the needs of our clients while complying with regulatory, risk, and operational requirements.  The role, which sits within the Morgan Stanley Home Loans Product Group, will report to the Executive Director, Home Loans New Product Development, and work closely with Home Loans management and external partners to manage a pipeline of initiatives critical to the growth of the business and to ensuring an exemplary client experience.

Job Description/Position Responsibilities:

• Design new products and solutions for the Home Loans business, leveraging Generative Artificial Intelligence when applicable
• Develop subject matter expertise on Home Loans business and processes to identify opportunities for improvement and design new products or solutions appropriately, leveraging Generative Artificial Intelligence when applicable
• Lead new product development initiatives from inception to implementation
• Drive analysis and recommendations based on data, client and Advisor input, Sales feedback, and Legal / Compliance / Risk guidance
• Manage initiatives using project management best practices, including status updates to managers, senior leaders, and key stakeholders
• Develop relationships with key stakeholders to ensure collaboration, alignment, and agreement on all initiatives
• Partner with internal partners to deploy communications related to new product launches or process enhancements
• Partner with Marketing to develop and maintain all product-related materials
• Create PowerPoint presentations to supplement initiative reviews, working groups and status updates
• Schedule and lead meetings and working groups relevant to specific initiatives
• May involve participation / ownership in New Product Approval or Program Change Management processes

Required Experience

• 6-10 years of professional experience in product management
• Working experience in Consumer Banking, Mortgage, Wealth Management and/or top tier consulting firms is a plus
• Demonstrated success leading cross-functional, strategic initiatives
• BA/BS required

Skills/Abilities: 

• Self-motivated to learn and develop subject matter expertise on the business
• AI exposure and ability to learn quickly and adapt to new technologies
• Strong project management and organizational skills
• Ability to utilize data to drive decision making
• Self-motivated and able to work independently
• Strong relationship building and collaboration skills
• Proficiency with Microsoft Office (Excel, PowerPoint)
• Focused attention to detail
• Creative problem solving
• Competency in writing business requirements, mapping process flows, testing, execution
• Excellent written and verbal communication skills
• Strong relationship building and collaboration skills
• Ability to learn quickly about mortgages or expand on past experience in the mortgage industry

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 opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.