Company Profile: Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. At Morgan Stanley India, we support the Firms global businesses, with critical presence across Institutional Securities, Wealth Management and Investment management, as well as in the Firms infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, theres ample opportunity to move across the businesses. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Division Profile: The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. Position Summary: The Wealth Management Automation & Workflow Solutions (AWS) team is responsible for driving business transformation across Wealth Management and beyond, with a focus on automation, process optimization, innovation and centralization opportunities. The team leads various strategic initiatives that involve developing workflow solutions to address complex problems while driving business enablement and efficiency. We are seeking a highly motivated professional to join this dynamic team. The candidate will be responsible for the creation and delivery of business requirements and other project related artifacts while managing day-to-day agile framework activities, platform maintenance and end-user support. Primary focus areas will include analysis, design, and delivery of workflow solutions to enhance existing business processes within account approval/maintenance, enhanced due diligence, and a broader portfolio of business transformation projects to support various operations and central teams across Wealth Management. Key Responsibilities: Key responsibilities will include but will not be limited to the following: Manage efforts to incorporate new technology capabilities onto the Wealth Management Workflow Ecosystem. Develop and deliver business and technology requirements (use-cases, user stories, or any other artifacts) for projects that drive operational efficiency and business enablement. Partner with business, product, User Experience, and technology teams to platform enhancement scope, milestones, and timelines. Identify and elaborate on critical user journeys, use cases, workflows, and business processes that align with the vision/goals and address critical user and business needs. Perform ongoing monitoring and reporting of in-flight Generative AI features to ensure governance and oversight adherence. Support and implement end user engagement and adoption initiatives, including training collateral development and management. Experience: At least 3 years of relevant experience in software or product implementation, consulting or careers where a similar skill set is developed and demonstrated. Bachelors Degree required.
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