IPB Digital & Data Transformation –Alternative Investments Advisor & Client Experience - Product Manager - Vice President in London

Morgan Asset and Wealth Management is a leading global financial services firm with assets of more than $3.9 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

As part of the International Private Bank (IPB) Digital & Data Transformation (DDT) organization, the IPB Digital Advisor & Client Solutions team seeks to deeply understand the advisor workflow and design end-to-end journeys bringing the advisor and client experience closer together. It’s an exciting time to be transforming our business and you will be one of the key leaders driving strategic change, helping to accelerate the business growth and achieve efficiency goals globally.

As part of the IPB Digital Advisor & Client Solutions Product team, the IPB Digital Alternative Investments Advisor & Client Solutions Product Manager is responsible for leading efforts to re-imagine the Alternative Investments digital experience, empowering our advisors with an easy to navigate, intuitive to use digital toolkit and ensuring an integrated end-to-end journey from Advisors to Clients. A key focus will also be to integrate the various components across the Alternatives Investments toolkit, including pre & post marketing journey, content discovery & education, subscriptions/trade management, portfolio reporting & performance analysis and driving this experience across Advisor & Client platforms.

Through partnership with the business, advisors, senior leaders, designers, and technologists, the Product Manager will shape the digital product strategy and align priorities to ensure successful execution. As a Product Manager, you will determine the digital life cycle of clients investing through our Active Advisory offering and that of our advisors who support these clients. You will define the product vision, goals and objectives, requirements, and prioritize delivery of digital tools in order to maximize the business value of the initiative.

You will partner closely with Regional Investment Heads, Solutions Product Development, Design, Digital, Operations and Technology stakeholders on driving product enhancements through the entire product management lifecycle and delivering innovative digital solutions to clients and advisors.

Core Responsibilities:

• Understand client and advisor needs: Invests in a deep understanding of the business opportunity, advisor & client needs and competitive landscape to inform which initiatives and features to pursue.
• Defines strategy, operating model, and roadmap to achieve vision and business goals: Owns and drives the product roadmap to meet business goals and provide a leading customer and product experience.
• Leads the product development lifecycle by defining requirements, ensuring sprint inputs and outputs are as envisioned, and providing direction and smart trade off decisions for the scrum team.
• Establish approach to pilot/rollout new capabilities, including objective/scope, communication, training/support, and feedback/metrics.
• Embody true “customer-obsession” in identifying and leveraging user data, key performance metrics, industry trends, and varying forms of client and advisor feedback to shape our design and roadmap.
• Develop and maintain deep relationships with delivery partners including senior leaders, Digital, Technology, Design, Operations, CAO, Servicing and control functions across the International Region.

Qualifications:

• 5+ years of experience in financial services, preferably with experience in wealth management, alternative investments, asset management, digital banking, or a closely related business leading strategic or transformational change.
• Extensive experience managing product delivery across multiple work streams with varying timelines, priorities and complexities, ultimately launching new/enhanced product to market.
• Ability to prioritize projects, say ‘no’ when required, and ensure our organization is on track to execute and deliver strategic change that meets our goals.
• Proven ability to execute via successful internal partnerships with other organizations.
• Excellent leadership skills – of product, programs, projects, and teams.
• Structured thinker, effective communicator with excellent written communication skills.
• Highly self-motivated and ability to remain calm under intense pressure.
• Strong understanding of different technological development methodologies and design techniques with ability to successfully lead regardless of approach.