Job Description

(Please note- Portfolios are required for consideration for this role. Please include via Figma link or PDF)




Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office.




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!




Sales and Distribution Technology is responsible for servicing the needs of all Sales across IED and FID. Additionally, some areas within the organization also service other business units such as Research, Finance, IWM and IBD. There are 4 business objectives: 1. Optimize sales distribution channels, client relationship management and sales workflows, 2. Predictive analytics and commission analytics 3. create synergies across ISG sales and research 5. enhance client sales and profitability.

What you'll do in the role:

Working closely with the UX lead, help execute the product vision by being involved in every step of the end-to-end product design process Understand the underlying needs and motivation of our clients to ensure we achieve business goals and provide value to our clients Provide design solutions for content focused experiences for research content consumers, as well as the wide range of content authoring tools, data analysis tools, with and without AI enablement. Independently and collaboratively seek to learn about the business domain and users Craft intuitive and elegant experiences that empower our clients to make confident financial decisions Work closely with our research team to synthesize qualitative and quantitative data and make value-driven design decisions that translate into clear, simple UIs Create and present a variety of design deliverables (sketches, wireframes, user flows and prototypes) in a way that engenders confidence in you and your solutions with the team and the greater organization Form holistic solutions that integrate seamlessly into our wealth management product ecosystem Design and deliver responsive/adaptive solutions that are optimized for web and mobile interfaces and partner with engineers to translate designs into successful products Work closely with the larger Wealth Management UX team to share design best practices, align on patterns, and promote a design-centric culture at the firm Advocate for all user abilities by thoroughly testing design deliverables to meet WCAG ADA compliance

What you'll bring to the role:

You have an outstanding portfolio that demonstrates how you have created experiences that solved business and user needs You've spent 2-5 years as a UX designer who was a key contributor to the success of products that have launched You have a bachelor's degree in design or related field preferably, master's degree a plus You have excellent skills in Figma You have experience designing intuitive interfaces that enhance user experience and drive customer engagement You can leverage research, wireframes and prototypes to effectively validate and enhance your design concepts to achieve the best possible solutions for your users You thrive in a collaborative, explorative environment and you value being on a diverse team to brainstorm and get feedback from within a large organization You practice active listening and contribute in group situations, like brainstorms, audits, critiques, and whiteboard sessions You get excited by complex projects with high levels of ambiguity and are resilient in the face of obstacles

#LI-CM1 #LI-hybrid

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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.


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Certified Persons Regulatory Requirements:

If t his role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement

Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.




Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.