✦ Luna Orbit — Product Management

Assistant Vice President, Platforms - EquityZen

at Morgan Stanley

📍 New York, New York, United States of America Unknown 💰 $140K – $140K USD / year Posted April 04, 2026
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Position Details

Salary $140K – $140K USD / year
Type Not Specified
Experience lead
Exp. Years 3-6 years
Education Undergraduate degree, preferably with concentration in Technology, Finance, or Economics
Category Product Management

About this role

Assistant Vice President, Platforms - EquityZen for Morgan Stanley; leads product management for wealth management platforms, partnering with design, engineering, operations, risk, and compliance to define roadmaps and requirements and drive API-driven product initiatives.

Key Responsibilities

  • Define product roadmap and requirements
  • Lead cross-functional teams across design, engineering, operations, legal, risk, and compliance
  • Write detailed specs and business-facing documentation
  • Manage go-to-market strategies and product roll-out
  • Analyze product performance and user feedback to drive improvements

Technical Overview

APIs, data analytics, Tableau, Dataiku, Excel, PowerPoint; Agile development; cross-functional collaboration

Ideal Candidate

The ideal candidate is an AVP-level product manager with 3-6 years in financial services, strong cross-functional leadership, and experience delivering API-driven platforms in wealth management; comfortable partnering across design, engineering, operations, legal, risk, and compliance.

Must-Have Skills

3-6 years related industry experienceExperience with financial services/wealth managementExperience with Agile methodologiesAbility to write product requirements and roadmapsExperience with API architecture

Nice-to-Have Skills

DataikuTableauSQLExperience with end-user experiencesAPI design

Tools & Platforms

TableauDataikuMicrosoft ExcelPowerPointJira

Required Skills

product managementagileapi architecturedata analyticstableaudataikuexcelpowerpointstakeholder managementcross-functional collaborationroadmappingrequirements gathering

Hard Skills

Product roadmapsRequirements documentsAgile developmentAPI architectureData analyticsTableauDataikuMicrosoft ExcelPowerPointCross-functional collaboration

Soft Skills

CommunicationInterpersonalNegotiationProblem-solvingPresentation

Industry & Role

Industry Financial Services
Job Function Drive product strategy and execution for Morgan Stanley EquityZen platforms.
Role Subtype Product Manager
Tech Domains Tableau, Dataiku, Microsoft Excel, PowerPoint, APIs, API architecture, Jira, Agile, Data analytics

Keywords for Your Resume

product managerassistant vice presidentequityzenwealth management platformsnew yorkfinancial serviceswealth managementapisapi architectureagiledata analyticstableaudataikuexcelpowerpointstakeholder managementcross-functional teamsroadmaprequirementsend-user experience
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