Product Manager, Workplace Salesforce Product Team, Vice PresidentCalgary, Alberta (Canada)Firm OverviewMorgan 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.Division DescriptionWealth 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.Team DescriptionThe 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 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.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.Qualifications: Knowledge and Skills Required: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 recent 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 / other data analysis tools.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.Bachelor’s degree in business, finance or related field/experience preferred.At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. 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. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.

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.Product Manager, Workplace Salesforce Product Team, Vice PresidentCE QUE VOUS POUVEZ ATTENDRE DE MORGAN STANLEY:Nos valeurs - donner la priorité à nos clients, agir de manière intègre, innover grâce à des idées exceptionnelles, s’engager en faveur de la diversité et de l’inclusion, et s’investir dans la société - ne sont pas de simples convictions : elles guident les décisions que nous prenons chaque jour afin d’agir dans l’intérêt de nos clients, de nos communautés et de nos plus de 80 000 collaborateurs répartis dans 1 200 bureaux à travers 42 pays. Pour en savoir plus sur nos bureaux à travers le monde, veuillez copier-coller l'adresse dans votre navigateur.Nos efforts en matière de recrutement témoignent de notre engagement fort en faveur d'une culture d'inclusion, dans laquelle les personnes sont recrutées, formées et promues en fonction de leurs compétences et de leurs talents.

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