Morgan Stanley

Digital Client Experience and Platforms Business Analyst – Associate

United States · Work style not stated · Full time

Apply on the employer’s site ↗See how well you match this job

You apply directly with the employer. ROLIVA does not submit applications from this page and is not the employer.

About the role

Description from the employer’s posting. Check the employer’s page for the current version.

  • EmployerMorgan Stanley
  • LocationUnited States
  • Work styleWork style not stated
  • Employment typeFull time
  • Employer posted

Job Description

Digital Client Experience and Platforms Business Analyst – Associate

Wealth Management Platforms
Purchase, NY

About Morgan Stanley

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.

Morgan Stanley is committed to helping its employees build meaningful careers and 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) 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 sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.

Show full description

The Digital Client Experience & Platforms team defines and drives the online and mobile experiences for Morgan Stanley clients. In the Business Analyst role, you will inform direction and contribute to the creation and on-going success of the latest digital solutions for our clients. This role will focus specifically on supporting product owners on the Digital Advice & Planning team to help execute against business objectives and deliver on the product roadmap for Morgan Stanley's Digital Client Experience and Platforms organization. In this role, you will have the opportunity to help define and launch engaging consumer-facing experiences and apply your knowledge and subject matter expertise in financial services, wealth management, financial planning, investment advice, and digital experiences/technologies to create and launch innovative digital products and platforms for Morgan Stanley's client channels.

What you’ll do in the role:

  • Support product owners with definition and prioritization of product roadmap, release planning, and development and communication of business requirements
  • Assist with critical user journeys, use cases, workflows, and business processes that align with the product vision/goals and address critical user and control needs
  • Analyzing AI use cases to automate internal processes and deliver AI-powered client experiences
  • Support prioritized product backlog- identify, groom, and validate epics and user stories for agile sprints using Jira/Confluence
  • Using AI analytics for backlog prioritization/forecasting and automation of tasks
  • Using generative AI to draft product scope, user stories, define functional behavior, and metrics for AI-driven initiatives
  • Assist with backlog refinement and sprint planning ceremonies to communicate requirements
  • Specify acceptance criteria, review testing cases/scenarios and perform and oversee user acceptance testing as needed
  • Analyze, define, and manage data flows/models and diverse datasets to define requirements and expected behavior for Morgan Stanley's digital planning solutions
  • Work closely with the technology team to assure effective communication of requirements and rapid delivery of key product releases
  • Collaborate with key stakeholders from business, technology, UX, risk, cyber & fraud, communications, legal & compliance to elicit requirements
  • Prepare presentations, user demos, and status updates
  • Gather, organize, and assimilate internal and external feedback to identify and prioritize product gaps, enhancements, and new features
  • Collaborate with UI/UX team to develop information/interaction architecture, user flows, wireframes, and visual design comps
  • Team up with program management/business transformation office to effectively organize and plan product releases
  • Define, collect, and track KPIs and product/program adoption and usage metrics evangelize for adoption
  • Assist with triaging defects, supporting incident/production issue remediation, partnering with tech on fixes.

Skills Required:

  • Bachelor’s degree required. Degree in Computer Science, Engineering, Mathematics or related field is preferred. Master’s degree will be a plus.
  • 2 - 3 years of experience as a software business or systems analyst with track record of delivering new innovative web or mobile applications within an agile/scrum development process
  • Proven track record of delivering successful digital products on time and within scope.
  • Experience working in an Agile development environment.
  • Excellent communication skills, including the ability to present complex information in a clear and concise manner.
  • Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization.
  • Highly organized; detail oriented and can act as an advocate for the client and advisor
  • Strong Microsoft Office Skills (Excel, PowerPoint, Word).
  • Familiarity and experience with JIRA, JIVE, Sharepoint, HP ALM

To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

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.

Staying safe while you apply

  • Never pay to apply, interview or accept an offer. ROLIVA never asks you for payment to apply to a job.
  • Apply only through the official “Apply on the employer’s site” button, on the employer’s own site, and check that a recruiter’s email uses that employer’s own domain rather than a free email address.
  • Be cautious of an offer made with no real interview, or pressure to decide quickly or share financial details early.

Does something look wrong with this listing? Use “Report broken link” in the role details, or read ROLIVA’s full job-safety guidance ↗.

Preparing for this role with ROLIVA

  • Check the fit.

    Compare the requirements with the experience you have confirmed, including gaps.

  • Prepare honestly.

    Build interview stories and application drafts from your own evidence.

  • Keep track.

    Save the role and record your own application status and follow-ups.

Create a free workspace or log in.

Business analyst jobs in United States

ROLIVA currently lists 263 open roles like this in United States.

Employers hiring for this

  • Guidehouse23 open roles
  • Capital One Financial22 open roles
  • State Street14 open roles
  • FMR12 open roles
  • ICF11 open roles

Top skills asked for

Listings whose description mentions each term. A mention is not a requirement.

At a glance

  • Employment typeFull time
  • SeniorityEntry level
  • Employer posted
  • Added to ROLIVA
  • Last checked

Skills in this posting

Skills ROLIVA found in the employer’s own description above. A mention is not a requirement.

Excel Jira Confluence Agile Scrum

Explore similar roles

Similar jobs