Wealth Management (WM) Platforms manage 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!
We are looking for a UX designer to work within our Virtual Client Solutions - Contact Center UX team, specifically focusing on work covering platforms used by our Service and Relationship Managing users in the Contact Center. This role will handle the creation and enhancement of iterative design projects.
Once Here You Will...- Sit on cross-functional teams, working with product management, business analysts, and development to translate strategic goals and user insights into impactful design solutions.
- Partner with product and development teams to define the vision and strategy to set the bar for quality standards.
- Drive intuitive and efficient UX design solutions that boost contact center users' productivity and reduce turnaround times.
- Ensure thoughtful, user-centered experiences as we migrate from legacy systems to Salesforce.
- Collaborate closely with our research team to synthesize qualitative and quantitative data and make value-driven design decisions which reflect the business goals and vision.
- Design holistic and cohesive solutions that integrate seamlessly into our Wealth Management product ecosystem.
- Create and present a variety of design deliverables (sketches, wireframes, user flows and various visual representations) in a way that engenders confidence in you and your solutions within the team and the greater organization.
- Balance user needs, business goals, and technical constraints within the context of CRM platform capabilities.
- Mentor and guide junior designers, fostering a high standard of UX craft and collaboration across the team.
Relevant experience and mindset...- An outstanding portfolio that demonstrates how you have created experiences that reflect business and user needs.
- Minimum of 7-8 years of experience as a UX lead as a key contributor to the success of products that have launched.
- Mastery of strategic, hard, and soft UX skills.
- Bachelor's degree in design or related field; master's degree is a pl
- Fluency in Figma and Jira.
- You have experience designing intuitive CRM interfaces that enhance user experience and drive customer engagement.
- Proven ability to conduct user research, design wireframes and prototypes, and collaborate with cross-functional teams to deliver seamless CRM solutions.
- Ability to fully utilize and work with less skilled designers.
- You thrive in a collaborative, explorative environment and value being on a diverse team that you can bounce ideas off of, get critical feedback from, and unite to mature design thinking in a large organization.
- You practice active listening and contribute to group situations (brainstorms, audits, critiques, whiteboard sessions, etc.).
- 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 problem root causes by testing, learning, and iterating.
- You constantly seek opportunities to evangelize and promote design thinking in a large organization.
- You can manage multiple priorities with tight timelines.
- You are willing to roll up your sleeves and do hands-on work.
- You can glean insights from data and incorporate them into design solutions.
- Previous work experience in finance or CRM is a plus.
Why Work at Morgan Stanley?Besides a competitive salary, work life balance, a clear career path, and great benefits, we take the well-being and work satisfaction of our employees seriously. That is why we put a lot of effort towards creating a safe space for people to be vulnerable, share work, and ask questions that will help them both to grow individually and move their projects forward. You will be encouraged to bring your own perspective to conversations, and we will help you understand and put into practice what you naturally do best by amplifying each other's strengths.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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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Salary range for the position: $110,000 and $190,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
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. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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