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. 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. 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. 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. Builds an innovative and diverse ecosystem of products and services to support our corporate clients and their employees’ financial goals, wherever they may be on their journey. 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. We are seeking an innovative, driven qualified 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. 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. 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. Build strong working relationships with cross-functional teams to identify, execute, implement, and track process improvement opportunities. 4+ years of experience in Digital Product Management, Management Consulting or Strategy. 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. Sets and carries out objectives, and fosters a culture of performance, continuous improvement. Excellent analytical aptitude, sound judgment and experience with Excel / othe

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