Digital Client Experience and Platforms Business Analyst – Associate
Purchase, NY$58k–$115kPosted Jul 20, 2026
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Single PositionView All JobsDigital Client Experience and Platforms Business Analyst – AssociatePurchase, New York, United States of America No longer accepting applications.Employment TypeFull timeJob LevelProfessionalDigital Client Experience and Platforms Business Analyst – AssociateWealth Management PlatformsPurchase, NYAbout Morgan StanleyMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.Department OverviewIn the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals 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 ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.The Digital Client Experience & Platforms team defines and drives the online and mobile experiences for Morgan Stanley clients. In the Business Analyst role, you will inform direction and contribute to the creation and on-going success of the latest digital solutions for our clients. This role will focus specifically on supporting product owners on the Digital Advice & Planning team to help execute against business objectives and deliver on the product roadmap for Morgan Stanley's Digital Client Experience and Platforms organization. In this role, you will have the opportunity to help define and launch engaging consumer-facing experiences and apply your knowledge and subject matter expertise in financial services, wealth management, financial planning, investment advice, and digital experiences/technologies to create and launch innovative digital products and platforms for Morgan Stanley's client channels.What you’ll do in the role:Support product owners with definition and prioritization of product roadmap, release planning, and development and communication of business requirementsAssist with critical user journeys, use cases, workflows, and business processes that align with the product vision/goals and address critical user and control needsAnalyzing AI use cases to automate internal processes and deliver AI-powered client experiencesSupport prioritized product backlog- identify, groom, and validate epics and user stories for agile sprints using Jira/ConfluenceUsing AI analytics for backlog prioritization/forecasting and automation of tasksUsing generative AI to draft product scope, user stories, define functional behavior, and metrics for AI-driven initiativesAssist with backlog refinement and sprint planning ceremonies to communicate requirementsSpecify acceptance criteria, review testing cases/scenarios and perform and oversee user acceptance testing as neededAnalyze, define,...