Product Manager in Calgary

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. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic.

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 ten teams including: Digital Assets & Data Platforms, Digital Client Experience & Platforms, Digital Trading & Investing, Field Experience & Platforms, UX Design & Research, WM Artificial Intelligence, WM Strategic Solutions, Workplace Platforms, WM Platforms Risk, and the WM Platforms Chief Operating Office.

Workplace Platforms provides thoughtful education, insightful advice, and leading technology with an end-to-end approach to workplace benefit solutions. Builds an innovative and diverse ecosystem of products and services to support our corporate clients and their employees’ financial goals, wherever they may be on their journey.

The Product team is responsible for a comprehensive B2B, B2C and B2B2C offering designed to help companies and their employees meet their financial goals, through trusted and modern workplace financial digital solutions, including Equity Edge Online by Morgan Stanley, Shareworks by Morgan Stanley, and more.

We are seeking an innovative, driven professional to join us as product manager within our Wealth Management Platforms team. This product owner will become part of the B2B Salesforce Product team who are responsible for the B2B Operations product lifecycle within our Workplace Salesforce instance. The team is responsible for the smooth and efficient functioning of the product, including agile ceremonies, requirements gathering and working closely with business partners to uncover unmet needs.

This individual will serve as the key subject matter expert for business and technical partners for our sales and client management experiences within Salesforce, and be responsible for developing a prioritized backlog that ensures we can meet business demand for our users within Salesforce.

The Product Manager will:

• Lead the review and analysis of business processes to support ongoing enhancement in Salesforce CRM.
• Work with stakeholders to identify and document operational pain points and project scope.
• Work with the development squad and internal subject matter experts to support business process evolution.
• Translate business requirement into JIRA stories with well-defined acceptance criteria, ensuring the stories are actionable, testable, and aligning to long-term product strategy.
• Work with peer product managers, business delegates, scrum master and maintain a healthy and prioritized product development backlog.
• Work with the development squad to execute sprints goals and meet project deadlines.
• Provide training to stakeholders across business lines on best practices and recommended processes in Salesforce.
• Help develop and support our short-term and long-term product strategy to ensure we achieve our stated business outcomes, strategic and integration priorities, and maximize return on investment.
• Develop ongoing communications that share the progress and quantify the impact of team-led initiatives and status, to ensure awareness, transparency, and collaboration.
• Establish collaborative partnerships with the Morgan Stanley at Work business team to better understand their needs and align future requirements.
• Build strong working relationships with cross-functional teams to identify, execute, implement, and track process improvement opportunities.

Qualifications:

• 4+ years of experience in Digital Product Management, Management Consulting or Strategy.
• Excellent communication skills and a proven ability to develop rapport and credibility across the organization.
• Ability to independently lead complex initiatives, manage competing priorities, and deliver results.
• Self-starter with ability to lead new projects proactively.
• Work experience as a Salesforce administrator; consulting experience and particularly process automation experience using Salesforce preferred.
• Detail oriented with strong organizational, analytical and written communication skills.
• Sets and carries out objectives, and fosters a culture of performance, continuous improvement.
• Excellent partnering skills; proven ability to collaborate with various levels of employees.
• Excellent analytical aptitude, sound judgment and experience with Excel / other data analysis tools.
• Able to identify operational and strategic issues and proactively drive solutions.
• Action oriented, with a strong sense of accountability and driven by customer success and continuous improvement.
• Flexible, team player with the ability to think creatively and strategically.
• Expert proficiency with Excel, Word, Visio and PowerPoint required.
• Previous experience working with large or multinational companies helpful.
• Bachelor’s degree in business, finance or related field/experience preferred.

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - 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.