Wealth Management Data Platforms for Financials – Vice President

Wealth Management Data Platforms for Financials – Vice President

Alpharetta, GA

Position Summary

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.

Experience

• •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.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Expected base pay rates for the role will be between $250,000 and $450,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)

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