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Wealth Management Product Owner Jobs (NOW HIRING)

Morgan Stanley

NY · On-site

Client Reporting Product Owner - Vice President Wealth Management Platforms Purchase, NY Description Morgan Stanley is a leading global financial services firm providing a wide range of investment ...

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Product Owner Digital Assets Blockchain Term: Full Time Location: New York, NY We are seeking a ... Wealth Management or Banking clients Proven experience writing user stories managing product ...

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Wealth Management Product Owner information

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$41.5K

$112.9K

$164.5K

How much do wealth management product owner jobs pay per year?

As of Sep 14, 2026, the average yearly pay for wealth management product owner in the United States is $112,891.00, according to ZipRecruiter salary data. Most workers in this role earn between $93,500.00 and $129,500.00 per year, depending on experience, location, and employer.

What is a wealth management product owner?

A Wealth Management Product Owner is a professional responsible for overseeing the development, enhancement, and management of financial products and digital solutions offered by wealth management firms. They act as a bridge between business stakeholders, technology teams, and end-users to ensure products meet client needs and regulatory requirements. Product Owners prioritize features, define product roadmaps, and coordinate cross-functional teams to deliver value-added solutions. Their goal is to improve client experience, streamline operations, and drive business growth within the wealth management sector.

How does a wealth management product owner typically collaborate with financial advisors and technology teams?

A Wealth Management Product Owner acts as a crucial bridge between financial advisors, clients, and technology teams. They gather feedback from advisors to understand client needs and translate these insights into clear product requirements for developers. Regular meetings and agile ceremonies help ensure alignment on priorities and product features. This role often requires balancing regulatory compliance, user experience, and business goals, making strong communication and stakeholder management skills essential for daily success.

What are the key skills and qualifications needed to thrive as a wealth management product owner, and why are they important?

To thrive as a Wealth Management Product Owner, you need expertise in financial products, product lifecycle management, and a strong understanding of wealth management principles, typically backed by a degree in finance or business. Familiarity with agile methodologies, product management tools (like JIRA or Aha!), and relevant certifications such as Certified Scrum Product Owner (CSPO) are commonly required. Outstanding communication, stakeholder management, and problem-solving skills help differentiate top performers in this role. These skills are crucial for delivering valuable financial products that meet client needs, align with regulatory requirements, and drive business success in a competitive market.

What are popular job titles related to Wealth Management Product Owner jobs?

For Wealth Management Product Owner jobs, the most frequently searched job titles are:

Infographic showing various Wealth Management Product Owner job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $112,891 per year, or $54.3 per hour.

Wealth Management Strategic Solutions Product Owner/Business Analyst - Associate

Purchase, NY • On-site

Morgan Stanley
Finance and Insurance • 10K+ employees
Learn more about Morgan Stanleyexternal

Full-time

Re-posted 11 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 158 frontline employees who took The Breakroom Quiz

Job description

Wealth Management Strategic Solutions Product Owner/BusinessAnalyst-Associate

Wealth Management Platforms

Location: Purchase

We are looking for a dedicated individual to join our team as an Associate Product Owner/Business AnalystwithinWealthManagement Strategic Solutions Team (WMSS). This critical positionis responsible fordriving transformative change and executing strategic initiatives that are essential for risk mitigation and enhancing operational efficiencies. TheProduct Owner/Business Analystwill work closely with cross-functional teams,utilizingadvanced technologies to deliver top-tier solutions that align with our businessobjectives. Weseeka 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 firmprovidinga wide range of investment banking, securities, investmentmanagementand wealth management services. The Firm's employees serve clients worldwide including corporations,governmentsand individuals from more than 1,200 offices in 43 countries.

Morgan Stanley is committed to helping its employees build meaningfulcareersand 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) Platformsmanagesindustry-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 OperatingOffice.

TheWMSSTeam is a strategic transformation function within Morgan Stanley Wealth Management. Positioned at the intersection of process reengineering and technology, theWMSSTeam 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.

Whatyou'lldo 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 SquadActivities: 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,identifyhigh-impact opportunities, and craft compelling businesscasesdemonstratingstrong ROI potential.

  • Process Improvement: Evaluate andoptimizeexisting 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 strategicobjectivesand meet user and business requirements.

  • Strategic Change Support: Champion strategic change efforts from ideation through post-launch-managing requirements gathering, conducting impact analysis, overseeing user testing, executing rollout plans, and monitoring success metrics.

  • Backlog Management:Manage backlog refinement and sprint planning; clearly articulate requirements to squad and program stakeholders and drive timely delivery of key features.


Skills Required:

  • Demonstrates a self-starting attitude witha strong senseof ownership and accountability

  • Possessesstrong communicationskills, both written and verbal, with the ability to simplify complex projects for senior leadership and build strong relationships across teams.

  • Exhibits strong analytical and adept at managing ambiguity, synthesizing data, and providing innovative solutions to both tactical and strategic challenges.

  • Skilled in prioritizing and managing multiple concurrent initiatives

  • Experience in Agile or application development methodologies, and an understanding of the Software Development Life Cycle (SDLC) a plus

  • At least 2 years of relevant experience in software or product implementation,consultingor careers where a similar skill set is developed and demonstrated

  • Bachelor's Degreerequired

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 $58,000 and $115,000 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 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.

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About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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