WM Data Platforms for Financials – Vice President

This role is responsible for defining and executing the strategy, governance, and business oversight of Wealth Management financial data to ensure accuracy, accessibility, security, and regulatory compliance while enhancing client and business outcomes.

Serving as the Product Owner for the Wealth Management Middle Office, the firm's horizontal financial data platform, this leader will drive the product roadmap, prioritize strategic initiatives, and govern the delivery of the platform's book of work. The role is accountable for evaluating and managing stakeholder demands, balancing business priorities, regulatory requirements, and organizational impact to optimize platform value and adoption.

Reporting to the WM Data Platforms organization, this leader will partner closely with technology teams responsible for data infrastructure, architecture, and engineering to align business objectives with technology capabilities. The role will champion enterprise data governance, data quality, and operational excellence while enabling consistent, trusted, and scalable financial data across Wealth Management.
Responsibilities

• Define and execute the strategic vision and roadmap for Wealth Management financial data platforms.
• Act as Product Owner for the WM Middle Office financial data platform, overseeing prioritization, funding alignment, and delivery of business initiatives.
• Establish and enforce data governance standards, controls, and policies to ensure data quality, integrity, security, and regulatory compliance.
• Partner with technology, operations, finance, and business stakeholders to align platform capabilities with evolving business needs.
• Evaluate and prioritize incoming requests based on strategic value, business impact, risk, regulatory obligations, and resource capacity.
• Drive adoption of standardized financial data solutions to support reporting, analytics, operational processing, and client experience initiatives.
• Provide business leadership and oversight for enterprise financial data assets, ensuring consistency, transparency, and scalability across the Wealth Management organization.
• Ensure business alignment with data privacy regulations (e.g., GDPR, CCPA) and financial industry requirements (e.g., SEC, FINRA).
• Partner with compliance and technology teams to mitigate data-related risks and implement appropriate security measures.
  
  Lead data audits, reconciliations, and remediation efforts from a business perspective, ensuring adherence to internal and external regulatory requirements.
• Work closely with technology teams responsible for data platforms, providing business requirements and strategic direction for enhancements.
• Advocate for data-driven innovation, leveraging AI, automation, and advanced analytics to drive insights and improve wealth management solutions.
• Collaborate on the development and implementation of data architecture improvements, ensuring they align with business needs.

Requirements

• Bachelor's or Master's degree in Business, Finance, Data Science, or a related field.
• 8+ years of experience in wealth management, data strategy, or business-driven data management.
• Strong understanding of wealth management business, financial instruments, market and reference data.
• Experience leading data governance, regulatory compliance, and data-driven decision-making.
• Ability to partner effectively with technology teams on data architecture, analytics, and system enhancements.
• Excellent leadership, communication, relationship building and stakeholder management skills.
• 4+ years of people management experience.
• Experience defining data quality requirements, business rules, metadata standards, and governance controls.
• Proficiency with Jira, Confluence, and Agile methodologies to document business requirements, manage sprint planning, track delivery progress, and support release management activities.
• Knowledge of emerging technologies such as AI, machine learning, and cloud-based data solutions.
• Strong analytical mindset with the ability to translate complex data issues into business strategies.

#LI-hybrid #LI-NB1 BPDBA

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.

Certified Persons Regulatory Requirements:

If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Flexible work statement

Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
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.