Parametric Portfolio Associates LLC
Posted 4mo ago

Lead Solution Manager (Platform Product Manager) - Parametric

Parametric Portfolio Associates LLC
Seattle or Alpharetta or New York
$115k-$225k/yrHybridFull Time
Responsibilities
  • defining vision
  • facilitating workshops
  • managing stakeholders
Requirements
  • Bachelor's required (Master's preferred)
  • 8+ years in finance/asset management or product/strategy with financial data products
  • Experience leading teams
  • Scaled Agile experience
  • Strong communication
  • Proficiency with Miro, Lucid, Excel, SQL, Visio, Figma
  • PowerPoint
  • Confluence, and Jira
Technical tools mentioned
Scaled AgileMiroLucidMicrosoft ExcelSQLMicrosoft VisioFigmaMicrosoft PowerPointConfluenceJira

Job description

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE TEAM
The Platform Solution Management team at Parametric:

  • We are responsible for defining and enabling cross-platform business solutions that meet the needs of clients over time. Solutions are products, services, or systems that provide value to the client, whether internal or external to the PPA enterprise.
  • Sitting at the intersection of business, clients and technology, we collaborate with multiple teams to understand solution context and define the solution vision, intent, roadmap and capability set.
  • This team manages changes to the solution vision or roadmap based on enterprise objectives and strategy


ABOUT THE ROLE

The Lead Solution Manager is responsible for working skillfully across the organization to produce

  • Solution Vision, which entails defining:
    • what we are solving for
    • end-to-end user/customer journey or lifecycle
    • personas, their skills and needs
    • high level outline of a solution that addresses their needs
  • Solution Intent (in collaboration with Business Architecture function), which entails defining:
    • nomenclature for data and capabilities required to meet business objectives, this is critical to establish common language across business and technology
    • capability roadmap as well as migration paths and milestones when going from current state to future state
    • overall non-functional requirements that are key metrics required for new system to capture and track
    • target operating model (business, operations) that complement evolution in systems


This position will play a pivotal role in shaping the future of the market data solutions at Parametric in collaboration with business and technology stakeholders and partners.

PRIMARY RESPONSIBILITIES

  • Communicate effectively - both verbally and written - with technology and business partners to include strong discussion, debate and listening skills and the ability to look beyond obvious answers to understand impacts.
  • Creatively design workshops and user sessions by identifying suitable participants, being clear about outcomes and approaches (interviews, online whiteboarding, surveys, card sorting, etc.)
  • Ability to empathically understand and articulate user needs
  • Analyze data gathered through user/stakeholder interactions and apply design thinking to draw out goals/business needs/problem statement/opportunity to be addressed, workflows/user journeys, personas and high-level solution outline
  • Work collaboratively with the business and development team to draw out solution intent with capability roadmap and milestones.
  • Facilitate solution architecture with development leads, influence technical design to ensure it aligns with business objectives. Socialize decisions with senior executives to ensure alignment on design
  • Clearly understand and articulate dependencies that will influence sequencing of development
  • Collaborate in running Program Increments with Technology project managers in facilitating quarterly planning across teams. Collaborate closely with project managers, QAs and development teams on execution.
  • Work collaboratively with business and operations stakeholders to draw out target operating model as systems evolve
  • Work collaboratively with business analysts in user research, operating model and architecture session facilitation and requirements definition for successful execution
  • Own and deliver requirements on canonical data definitions, API contracts, event-based integrations, and measurable non-functional requirements including but not limited to latency, resiliency, lineage, auditability, explainability
  • Effectively manage stakeholder relationships through polished communication and follow-through
  • Effective written communication through solution inception, vision and intent documents
  • Lead and influence cross-functional teams.
  • Provide consultation and ensure continuity with product and development teams on solution.

JOB REQUIREMENTS

  • Bachelor’s degree required/Master’s degree preferred
  • A minimum of 8 years of experience in Finance/Asset Management, Strategy, Product management
  • A minimum of 8 years of experience in financial data products/investment platforms/wealth tech/portfolio construction/trading
  • Excellent verbal and written communication skills
  • Experience leading and directing others to achieve measurable results.
  • Demonstrated ability to articulate solution or product vision and/or customized solutions to meet business objectives
  • Advanced experience working with Scaled Agile software development processes
  • Advanced skills using a variety of tools to document workflows and data mapping including but not limited to Miro/Lucid, Excel, SQL, Visio/Lucid/Figma, PowerPoint, Confluence, Jira
  • Understanding of analysis and artifact goals throughout the solution lifecycle
  • Ability to learn quickly and work in a highly dynamic and changing environment, under tight deadlines
  • Ability to independently manage personal timelines and meet tight deadlines
  • Ability to successfully manage and coordinate multiple simultaneous project deliverables across groups and teams

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

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.

Salary range for the position: $115,000 - $225,000/Yr. 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

About Parametric Portfolio Associates LLC

-owned U.S. investment adviser providing customized, systematic portfolio strategies directly to institutions and through intermediaries to individuals.

Similar jobs

Solution Manager roles near Seattle, Washington
2w
Save
Mark Applied
Hide
Sr Technical Solution Manager
Redmond or United States
$117k-$204k/yr HybridFull Time
Microsoft
MicrosoftNASDAQ: MSFT: Multinational technology providing software, cloud, and AI solutions.
4+ YOERequires a master's degree and 4+ years, or bachelor's degree and 6+ years, in project management, operations, or engineering; Microsoft Cloud Background Check required.
AI, KPIs, OKRs
4w
Save
Mark Applied
Hide
Solution Architect Manager (200045759)
Redmond, Washington, United States
OnsiteFull Time
Microsoft
MicrosoftNASDAQ: MSFT: Multinational technology providing software, cloud, and AI solutions.
Manager-level solution architect role; details not provided in posting.
1mo
Save
Mark Applied
Hide
TikTok Shop - FBT Logistics Solution Manager
Seattle, Washington, United States
$116k-$209k/yr OnsiteFull Time
TikTok
TikTok: Short-form mobile video and social media platform.
3+ YOEBachelor's degree and 3+ years in e-commerce logistics, supply chain, or merchant operations; strong data acuity, merchant communication, and problem-solving skills; experience with inbound, inventory, first-mile and platform fulfillment policies.
1mo
Save
Mark Applied
Hide
SAP Solution Architect Manager
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$80k-$266k/yr HybridFull Time
Accenture
AccentureNYSE: ACN: Global professional services delivering 360° value.
5+ YOERequires 5+ years SAP delivery, 3+ years SAP solution planning and deal shaping, 3+ years industry experience, bachelor's degree or equivalent, strong solutioning, sales, communication, and estimation skills.
SAP, Microsoft Excel
4mo
Save
Mark Applied
Hide
Lead Solution Manager - Parametric
Seattle or Alpharetta
$115k-$225k/yr HybridFull Time
Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC: -owned U.S. investment adviser providing customized, systematic portfolio strategies directly to institutions and through intermediaries to individuals.
8+ YOE2+ MgmtBachelor’s degree required; 8+ years in finance/asset management and product management; 8+ years with financial data products; strong communication; Agile experience; proficient with data/workflow tools.
Miro, Lucid, Excel, SQL, Visio, Figma, PowerPoint, Confluence, Jira
3d
Save
Mark Applied
Hide
ERP Solution Delivery Project Manager
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Baltimore or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$120k-$170k/yr OnsiteFull Time
BDO USA
BDO USA: Professional services firm providing assurance, tax, and advisory services.
6+ YOEBachelor’s degree and 6+ years, or high school diploma/GED and 7+ years, in ERP solution delivery management; requires project planning, scope, budget, risk, resource, and quality management experience.
Microsoft Office, MS Project, Azure DevOps, Microsoft Project, Smartsheet, Microsoft Dynamics 365 F&O, Business Central, CE, NetSuite, CRM, SharePoint, Office 365, O365, SFDC, D365, Acumatica, OpenAir, Ceridian, Dayforce, HCM, Enterprise Resource Planning (ERP)