Executive Director, CRM Product Management

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 15 Oct 18

Executive Director, CRM Product Management

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.

Morgan Stanley Wealth Management's Digital Platforms team partners across the organization to create/refine business requirements / user stories, define functional specifications, and provide project management support to initiatives aimed at transforming client and Financial Advisor experience for the better. The product manager will be responsible for helping to implement an enterprise CRM solution across various sales groups, product business lines, and support functions. They will proactively contribute to changes in processes and procedures with the goal of driving productivity gains.

This position is for a senior platform executive with a minimum of ten years of experience in Wealth Management responsible for the strategy, requirement process, delivery and support of large scale financial advisor platforms. Responsibilities will include leading the Salesforce transformation to empower Morgan Stanley to use Salesforce efficiently and effectively. The Product Manager will be responsible for ensuring that all data is clean, accurate and relevant. The Product Manager must have practical understanding and the skill to perform the normal day-to-day administration of Salesforce, as well as the ability to drive the business processes through the organization.

This position requires hands-on experience in Salesforce.com, stakeholder management, delivery management and team management. In collaboration with functional leaders, this individual will be responsible for identification of the organization's CRM needs, solution design and deployment.

-Collaborate with functional owners and other IT platform leads to develop
roadmaps for CRM. Roadmap needs to be built on detail understanding of the
business functions, processes and overall business strategies.
-Govern the platform solutions for various business groups.
-Define and document detailed business requirements, and approve
specifications for new functionality. Liaison between Business and IT for
-Actively lead and participate in change management lifecycle, including
requirement gathering, implementation, testing, training and support.
-Stay current with emerging CRM and Salesforce.com, App technologies and
-Direct engagement with the field and various councils to facilitate discussion
around the platforms, user needs, upcoming deliverables, and future priorities


-Demonstrated Team Management and experience working with all levels of
Senior Management
-Must possess Financial Services industry experience, knowledge of industry
trends, competitive advantages, and brokerage product offerings
-Experience using Salesforce or similar CRM Products to develop client or
business solutions
-Proficient in custom objects, validation rules, workflows, reports/dashboards,
assignment rules and formula fields
-Strong ability to represent and document business processes, interaction
flows, data flow processes, use cases, test cases, BRDs, FRDs etc.
-Strong knowledge of solution development methodologies (i.e. Agile, Waterfall,
-Effective in managing multiple parallel work streams and initiatives
-Strong strategic planning, finance, conceptual design, collaborative, and
organizational skills
-Detailed, organized, and results-oriented
-Ability to work effectively in a fast paced, high energy, team-oriented
-Ability to effectively manage through change
-Ability to work collaborate within all levels of the organization

Preferred Skills
-Experience on a Salesforce implementation through the full Software
Development Lifecycle (SDLC)
-Salesforce Admin Certification preferred (or other demonstration of in-depth
Salesforce knowledge)
-Advanced understanding of MS applications with focus on data analysis
(Excel), process flow (Visio), documentation (Word, OneNote) and
presentations (PowerPoint)