The Senior Product Manager, CRM & Analytics is accountable for the strategic direction, delivery, and ongoing management of CRM, client engagement and analytics platforms supporting Institutional Equities. The role partners closely with business stakeholders and technology teams to translate strategic objectives into prioritized product roadmaps, ensure disciplined execution, and deliver measurable business outcomes. The role also includes people leadership responsibilities for an offshore team and oversight of data governance, quality, and controls.

Scope & Impact

Accountable for the strategic ownership and delivery of CRM, client intelligence and analytics platforms supporting Institutional Equities, with direct impact on client engagement, reporting, and data-driven decision making.
In conjunction with senior management, shapes product direction, prioritization, and execution, within the context of firm-wide strategy, governance, and risk frameworks.
Influences cross-functional stakeholders across business, technology, data, and operations to align priorities, manage dependencies, and deliver outcomes at scale.
Responsible for ensuring initiatives deliver measurable business value, with defined success metrics, controls, and transparency to senior management.
Oversees delivery capacity through direct leadership of offshore team and partnership with technology leads, impacting resourcing, skills development, and execution velocity.
Plays a key role in strengthening data governance, quality, and control standards across CRM and analytics platforms, contributing to regulatory compliance and operational resilience.

Primary Responsibilities

Maintain the long-term product vision and roadmap for CRM and analytics platforms, ensuring alignment with business strategy, priorities, and firm-wide initiatives.
Translate business requirements and technology needs into clearly defined, actionable product requirements, user stories, and prioritized backlogs.
Define and track success metrics, KPIs, and business impact measures to assess the effectiveness and value delivered by CRM and analytics initiatives.
Lead end-to-end product delivery across the full lifecycle, from concept and design through development, testing, and release, ensuring timely and high-quality execution.
Partner with data engineering and analytics teams to shape data architecture, metrics strategy, data pipelines, and reporting capabilities that support scalable and reliable analytics.
Maintain awareness of emerging artificial intelligence and advanced analytics capabilities, and partner with technology and analytics teams to evaluate potential applications that could enhance CRM functionality, analytics, and decision support, consistent with firm strategy, governance, and risk standards.
Prepare and present data-driven business cases, status updates, and delivery outcomes to senior management, clearly linking initiatives to strategic objectives and expected benefits.
Establish and enforce CRM data governance standards, including data quality, integrity, controls, and compliance across platforms and reporting environments.
Support the development of dashboards, reporting tools, and data-sharing interfaces to enable consistent analytics, transparency, and informed decision-making.
Provide direct people leadership for offshore teams, including goal setting, performance management, coaching, feedback, and professional development in line with Firm policies.
Partner with offshore technology leaders to align capacity planning, skills development, and team structure with evolving business needs and product priorities.

Qualifications & Experience

Significant experience in product management, business technology, CRM, analytics, or data platform roles within a large, complex organization.
Demonstrated ability to translate strategic business objectives into executable technology and analytics solutions.
Strong experience managing product roadmaps, delivery backlogs, and cross-functional dependencies.
Proven track record of working closely with engineering, data, and analytics teams on platform and reporting solutions.
Experience presenting to and influencing senior stakeholders using data-driven insights.
Prior people management experience, including leadership of offshore or distributed teams.
Strong understanding of data governance, controls, and risk management considerations in enterprise environments.

Core Competencies

Strategic thinking and execution discipline
Stakeholder management and communication
Data‑driven decision making, including informed evaluation of emerging analytics and AI capabilities
Operational risk awareness and control mindset
People leadership and talent development
Project Management
Manage vendor relationships

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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $200,000 and $300,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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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