Associate, Home Loans Product Manager

Associate – Home Loans Product Manager

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments — Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement, and trust services.

Morgan Stanley Private Bank, National Association (“MSPBNA”) offers banking and credit products and services, including securities-based lending, mortgage loans and home equity lines of credit primarily to Morgan Stanley Wealth Management’s high net worth clients.

MSPBNA is seeking an Associate – Product Manager who will help lead projects and design products to meet the needs of our clients while complying with regulatory, risk, and operational requirements. The role, which sits within the Morgan Stanley Home Loans Product Group, will report to the Executive Director, Home Loans New Product Development, and work closely with Home Loans management and external partners to manage a pipeline of initiatives critical to the growth of the business and to ensuring an exemplary client experience.

Job Description/Position Responsibilities:

• Support the end‑to‑end product lifecycle for AI solutions, from ideation through launch and ongoing improvement
• Translate business problems into clear product requirements, user stories, and acceptance criteria
• Help prioritize the Home Loans new product backlog based on business value, risk, and user impact
• Partner with technology teams during build, testing, and deployment
• Validate solutions meet business goals, compliance requirements, and user needs
• Create PowerPoint presentations to supplement initiative reviews, working groups, status updates

Required Experience

• 2-5 years of professional experience
• Banking, wealth management and/or top tier consulting firm with a focus on banking or wealth management is a plus
• BA/BS required

Skills/Abilities:

• Strong project management and organizational skills
• Self-motivated and able to work independently
• Strong relationship building and collaboration skills
• Proficiency with Microsoft Office (Excel, PowerPoint)
• Focused attention to detail
• Creative problem solving
• Excellent written and verbal communication skills
• Strong relationship building and collaboration skills
• Ability to learn quickly about mortgages
• Curiosity and learning mindset, especially around emerging AI capabilities

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.

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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.

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