Wealth Management Gen AI, Product Manager, Director

Generative Ai Product Manager

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.

The firmwide Generative AI Team at Morgan Stanley is a dynamic and innovative department that serves as a center of GenAI enablement for the firm. The team is responsible for deploying advanced systems that utilize generative artificial intelligence to optimize business processes. The team oversees governance and control measures to ensure the ethical and responsible use of AI technologies. The team is committed to fostering a culture of continuous learning and provide education on AI technologies to other departments within the company.

We are seeking a highly motivated Generative AI Product Manager to support the development and rollout of cutting-edge AI-driven products. The ideal candidate will have a strong background in product management, with demonstrated experience working within a Wealth Management business or directly with Financial Advisor teams. Candidates should bring a deep understanding of how WM practices are operationalized — particularly in client service, practice management, and business efficiency — and be able to translate that knowledge into scalable, AI-powered solutions.

This role requires flexibility, creativity in problem solving, and the ability to identify and implement operational efficiencies that improve both advisor and client experiences. Success in this position requires diligence, attention to detail, and a collaborative mindset to work effectively with cross-functional partners and subject matter experts.

What You'll Do In The Job:

• Help define product vision and strategy for generative AI tools, with emphasis on Wealth Management and Financial Advisor use cases.
• Partner with FA teams and WM stakeholders to identify pain points, operational challenges, and opportunities for AI-enabled efficiency.
• Drive formulation of project plans, product positioning, and go-to-market strategies.
• Collaborate with cross-functional stakeholders including Technology, Legal, Risk, Compliance, UX, and business teams across the firm.
• Support management of the full product lifecycle — from ideation through development, launch, and iteration.
• Apply agile methodologies to manage project timelines, resources, and risks effectively.
• Conduct market research to identify trends in WM and AI, staying current with competitive landscapes.
• Develop adoption strategies tailored for FA teams and WM practices, gathering user feedback to refine features and improve engagement.
• Coordinate development of comprehensive test plans; actively participate in testing to identify, document, and resolve potential issues.
• Support planning and execution of product launch activities in collaboration with business and support teams.

What You'll Bring To The Job:

• Proven experience as a Product Manager or Business Analyst, preferably in financial services.
• Direct experience working with Wealth Management businesses, Financial Advisor teams, or operationalizing WM practice management and client service.
• Strong understanding of Agile SDLC methodologies and project management tools.
• Excellent leadership, communication, and interpersonal skills, with a collaborative approach.
• Creative problem-solving ability with a focus on operational efficiency and technology-enabled solutions.
• Strong diligence, detail orientation, and a proactive mindset in driving results.
• Experience in handling user feedback, pilot testing, product support, and driving technology adoption strategies.
• Familiarity with AI and emerging technologies is highly preferred.

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

Expected base pay rates for the role will be between $90,000 and $155,000 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.