Position Details
About this role
Assistant Vice President, Platforms - EquityZen for Morgan Stanley; leads product management for wealth management platforms, collaborating with design, engineering, operations, legal, 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
- Develop project documentation (presentations, requirements)
- Manage go-to-market strategies and product roll-out
- Analyze product performance and user feedback to drive improvements
Technical Overview
API architecture, 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
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
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