✦ Luna Orbit — Product Management

Associate, Platforms - EquityZen

at Morgan Stanley

📍 New York, New York, United States of America Unknown 💰 $115K – $115K USD / year Posted April 04, 2026
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Position Details

Salary $115K – $115K USD / year
Type Full-Time
Experience mid
Exp. Years 1-3 years
Education Undergraduate degree, preferably with a concentration in Technology, Finance, or Economics
Category Product Management

About this role

Associate, Platforms at EquityZen is a product-management role within Morgan Stanley's Wealth Management Platforms, focusing on delivering user-centric platform features. The role includes drafting specs, UAT, A/B testing, API specs, and cross-functional collaboration with design and engineering to push the roadmap forward.

Key Responsibilities

  • Support complex initiatives
  • Collaborate with design and engineering
  • Draft specs and documentation
  • Create wireframes
  • Conduct UAT and A/B testing
  • Develop API specs and integration guides

Technical Overview

Role involves creating wireframes and specs, conducting user acceptance testing, and writing external docs like API specifications. Experience with Mixpanel and Google Analytics for data-driven product decisions, and working in an Agile environment is expected.

Ideal Candidate

The ideal candidate is a mid-level product manager with 1-3 years of product management experience, preferably in fintech or wealthtech, who can run from ideation to launch with strong data-driven instincts and collaboration with design and engineering.

Must-Have Skills

1-3 years of experience in product managementUndergraduate degree in TechnologyFinanceor EconomicsExperience with the product lifecycle from ideation to launchesFamiliarity with user-centered design principlesWillingness to learn A/B testing methodologies

Nice-to-Have Skills

Fintech/Wealthtech experienceExperience with Mixpanel and Google AnalyticsBasic SQL

Tools & Platforms

MixpanelGoogle AnalyticsSQL

Required Skills

1-3 years product managementfintechwealthtechuser acceptance testingUATA/B testingwireframesAPI specificationsintegration guidesdata analyticsMixpanelGoogle AnalyticsSQLbasic SQLagile ceremoniesUI/UXproduct lifecycleroadmapdocumentationstakeholder management

Hard Skills

wireframesUser Acceptance TestingUATA/B testingAPI specificationsintegration guidesdata analyticsMixpanelGoogle AnalyticsSQLbasic SQLagile ceremoniesUI/UXdocumentationstakeholder management

Soft Skills

communicationcollaborationanalyticalproblem-solvingattention to detailteamworkbias for action

Industry & Role

Industry Banking
Job Function Manage platform product lifecycle for EquityZen's wealth management platform, aligning the roadmap with cross-functional teams
Role Subtype Product Manager

Keywords for Your Resume

associateplatformsEquityZenMorgan StanleyWealth Management PlatformsUATUser Acceptance TestingA/B testingwireframesAPI specificationsintegration guidesdata-driven decision makingqualitative dataGoogle AnalyticsMixpanelSQLbasic SQLagile ceremoniesUI/UXproduct managementproduct roadmapdocumentationProduct Management

Deal Breakers

No 1-3 years PM experience, No undergraduate degree in related field, Inability to work with cross-functional teams

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