Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust.

Position Summary

The Traditional Investment Products (TIPs) Product Management team is responsible for day-to-day operation of the business units within TIPs, for oversight of new and post-launched products on the platform, supporting the Product Development & Origination team and all traditional investment products including Domestic and Offshore Mutual Funds, ETFs, UITs, CEFs, Money Markets, 529 College Savings Plans, and Billing Oversight.  The group is seeking a highly motivated professional to join the team as a UIT Product Manager specialist to support any assigned business and product unit(s), partner with the Product Development & Origination team in various capacities and lead a series of tactical and strategic initiatives for various products and business units within TIPs.  The product management entails supporting all stages of the product launch process, maintenance of products and platforms, working closely with control partners on various technology and strategic projects.

Key responsibilities will include but are not limited to the following:

• A subject matter expert (SME) on Unit Investment Trusts (UITs) or Mutual Funds and industry related topics.
• Support day to day functions during US business hours for Traditional Investment Products (TIPs) and Product Development teams including responding to FA inquiries and requests.
• Partner with Product Development and Operations on implementation of fund / trust setups, process changes, Rollovers, FA notifications, case management requests, etc.
• Provide business analyst support to strategic and tactical projects including business requirements, project management, quality assurance testing and the development of communication strategies.
• Participate in various product review and technology/platform committees acting as a SME for the products and the billing related topics.
• Responsible for the maintenance of policies and procedures, maintaining and enhancing controls, interacting with internal audit and product risk, and mitigating risks.
• Serve as the point of contact for Sponsors on prospectus reviews, product changes, Rollovers and real-time trading issues.
• Work with Operations on FA inquiries related to product availability, platform related issues, Product information, and real-time trading issues.

Skills/Abilities

• Extensive knowledge of and experience with Unit Investment Trusts (UITs) or Mutual Funds and industry related topics.
• Excellent analytical skills and strong attention to detail.
• Must be proficiency in Word, PowerPoint, and Excel (functions, formulas and macros).
• Prior experience managing strategic initiatives and experience in any traditional investment products.
• Strong judgment in prioritizing, evaluating and sharing information as appropriate, and determining issues requiring escalation.
• Ability to work independently, often on multiple assignments concurrently, while adhering to deadlines and the group’s standards.
• Strong interpersonal, collaborative and team skills including ability to work with third party investment managers and Financial Advisors.

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.

Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).