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Overview

The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily on the Morgan Stanley and E*TRADE from Morgan Stanley platforms. Our growing team of designers and researchers bring an entrepreneurial spirit to a leading global financial firm. We employ design thinking methods and user-centered approaches to solve real business problems. If you can bring clarity to complexity, design holistically in an immense product ecosystem, and have gone the extra mile to create delight, we want you!

Key Responsibilities:

Leadership and Strategy

• Lead a team of UX designers focused on delivering projects that are centered on the client’s account data – Home page, Accounts, Holdings/Positions, and Portfolio Analytics tools.
• Guide the team in crafting strategic design solutions that meet user needs and business objectives of the individual product, integrating seamlessly into the larger Wealth Management product ecosystem.
• Create opportunities for individual growth by providing constructive feedback and acknowledging contributions. Proactively look for opportunities where individual members can develop and expand on their strengths.
• Provide oversight in the discovery phase by leading collaborative workshops that define the problem that needs to be solved, educate with research and data, and clarify the success metrics.
• Work closely with the UX Research team to define the research strategy by ensuring the objectives are clear and the approach will produce insights that help guide a successful experience.
• Minimize team blockers by listening to team feedback and suggesting ways to address conflict.
• Support the larger UX team culture by fostering a collaborative and creative work environment.
• Strategize ways to deepen client relationships by helping to identify the right moment in the customer journey to cross-promote other financial products.

Design Execution

• Employ a user-centered approach to influence the product vision.
• Create simplicity out of complexity for experiences that have dense data & complex business requirements.
• Demonstrate the ability to adjust and prioritize design scope effectively in response to changing needs and/or constraints.
• Contribute with hands-on design support when needed to illustrate initial design directions or assist with deliverables.
• Push boundaries by leveraging data-driven insights to craft intuitive, engaging, and impactful digital experiences.

Collaboration and Communication

• Partner regularly with other UX leads to exchange insights, set design standards, and align on strategies to grow the firm’s UX maturity.
• Collaborate across departments to inform project strategy and design team engagement.
• Build and maintain trusted relationships with senior product and technology stakeholders.
• Help define strategic roadmaps in partnership with the product management team.
• Present innovative design work to senior management with a clear, compelling narrative to gain alignment and secure buy-in.
• Advocate for good user experiences by using stories from successful initiatives and data to illustrate how a human-centered approach contributes to product success.

Relevant Experience and Mindset:

• A portfolio that demonstrates partnering with multiple departments on successful product releases.
• 10+ years of experience (3-5 of them managing medium to large sized teams).
• Mastery managing the team’s workload and deliverables.
• Bachelor's degree in design, computer science or related field; master’s degree is a plus.
• Fluency in design thinking methodologies.
• Strong sense of design, and current with the latest design methodologies.
• Current in the best practices for using design systems.

• You thrive in a collaborative, explorative environment and value being on a diverse team.
• You practice active listening and contribute to group situations.
• You have a high tolerance for projects with ambiguity and the ability to set the direction for undefined, complex projects.
• You are resilient in the face of obstacles.
• You have a relentless desire to validate assumptions and uncover a problems’ root cause by testing, learning, and iterating.
• You constantly seek opportunities to evangelize and promote design thinking in a large organization.

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.

Expected base pay rates for the role will be between $175,000 and $250,000 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.

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.

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