Product Manager, Workplace Salesforce Product Team, Vice President Calgary, Alberta (Canada)

Firm Overview 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. As a market leader, the talent and passion of our people is critical to our success.

Together, we share a common set of values rooted in integrity, excellence, and strong team ethic.

Morgan

Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Division Description

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 teams including: Digital Assets & Data Platforms, Digital Client Experience & Platforms, Digital Trading & Investing, Field Experience & Platforms, UX Design & Research, WM Artificial Intelligence, WM Strategic Solutions, Workplace Platforms, WM Platforms Risk, and the WM Platforms Chief Operating Office.

Super Department / Department Description

Workplace Platforms provides thoughtful education, insightful advice, and leading technology with an end-to-end approach to workplace benefit solutions. Builds an creative and diverse ecosystem of products and services to support our corporate clients and their employees’ financial goals, wherever they may be on their journey.

Team Description The Product team is responsible for a comprehensive B2B, B2C and B2B2C offering designed to help companies and their employees meet their financial goals, through trusted and modern workplace financial digital solutions, including Equity Edge Online by Morgan Stanley, Shareworks by Morgan Stanley, and more. The product team spans across the US, including NY, GA, UT, CA, and CO, and Internationally, including Canada and India.

Roles and Responsibilities

We are seeking an innovative, driven professional to join us as product manager within our Wealth Management Platforms team. This product owner will become part of the B2B Salesforce Product team who are responsible for the B2B Operations product lifecycle within our Workplace Salesforce instance. The team is responsible for the smooth and efficient functioning of the product, including agile ceremonies, requirements gathering and working closely with business partners to uncover unmet needs.





This individual will serve as the key subject matter expert for business and technical partners for our sales and client management experiences within Salesforce, and be responsible for developing a prioritized backlog that ensures we can meet business demand for our users within Salesforce. The candidate should have deep knowledge of the product development lifecycle, experience as Salesforce product manager, exceptional leadership, organization, and communication skills, with the ability to operate independently, find creative solutions to resolve issues and identify process enhancements, execute tasks and projects on a timely basis, and communicate effectively and responsively with all colleagues.

The Product Manager will

Lead the review and analysis of business processes to support ongoing enhancement in Salesforce CRM.

Work with stakeholders to identify and document operational pain points and project scope.

Work with the development squad and internal subject matter experts to support business process evolution.

Translate business requirement into JIRA stories with well-defined acceptance criteria, ensuring the stories are actionable, testable, and aligning to long-term product strategy.

Work with peer product managers, business delegates, scrum master and maintain a healthy and prioritized product development backlog.

Work with the development squad to execute sprints goals and meet project deadlines.

Being a resident Salesforce expert advising senior business line stakeholders, with ability to continuously improve own knowledge in chosen area of specialization.

Provide training to stakeholders across business lines on best practices and recommended processes in Salesforce.

Help develop and support our short-term and long-term product strategy to ensure we achieve our stated business outcomes, strategic and integration priorities, and maximize return on investment.

Develop ongoing communications that share the progress and quantify the impact of team-led initiatives and status, to ensure awareness, transparency, and collaboration.

Has the ability to tell a compelling story using product metrics/data, and visualization platforms such as Tableau - to facilitate productive interactions with business partners, stakeholders and influence data-driven decision making.

Establishes collaborative partnerships with the Morgan Stanley at Work business team to better understand their needs and align future requirements, ranging from standardization of processes,



leveraging market practices to the optimization of workflows, and sharing of best practices.

Build strong working relationships with cross-functional teams to identify, execute, implement, and track process improvement opportunities.

Qualifications

4+ years of experience in Digital Product Management, Management Consulting or Strategy.

Excellent communication skills and a proven ability to develop rapport and credibility across the organization, promote ideas and proposals persuasively.

Ability to independently lead complex initiatives, manage competing priorities, and deliver results.

Self-starter with ability to lead new projects proactively.

Work experience as a Salesforce administrator; consulting experience and particularly process automation experience using Salesforce preferred.

Detail oriented with strong organizational, analytical and written communication skills.

Sets and carries out objectives, and fosters a culture of performance, continuous improvement.

Excellent partnering skills; proven ability to collaborate with various levels of employees.

Excellent analytical aptitude, sound judgment and experience with Excel / other data analysis tools.

Able to identify operational and strategic issues and proactively drive solutions.

Action oriented, with a strong sense of accountability and driven by customer success and continuous improvement.

Flexible, team player with the ability to think creatively and strategically.

Expert proficiency with Excel, Word, Visio and PowerPoint required.

Previous experience working with large or multinational companies helpful.

Bachelor’s degree in business, finance or related field/experience preferred.

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.

📌 Product Manager, Workplace Salesforce Product Team, Vice President (Calgary)
🏢 860 Morgan Stanley Svcs Canada
📍 Calgary