Associate Product Manager / Assistant Vice President — 529 Plans
Core
Manage growth and operations of a 529 Plans platform ($20B AUM), providing field support, product expertise, and risk control for Morgan Stanley Wealth Management.
Role type
Associate Product Manager / Assistant Vice President
Builds
Scalable training, communications, and operational processes for 529 Plans and field audiences.
Domain
Wealth Management / Financial Services / 529 College Savings Plans
Required skills
529 Plan product structures, state tax considerations, regulatory compliance, contract amendments, risk mitigation, stakeholder engagement, project management, data analysis, client guidance
Preferred skills
Professional credentials (e.g., Series 7/63), AI/automation proficiency, strategic thinking
Technologies
Microsoft Excel, PowerPoint, Outlook, Word, Teams
Responsibilities
Manage platform growth and AUM, develop training and communications, coordinate cross-functional risk and control activities, engage external plan managers and vendors, support contract amendments and conversions, provide specialized product and operational support, maintain governance documentation
Seniority
Mid-Senior, hands-on IC
