Platform Solutions Engineer - Knowledge Management & AI Integration

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities.

This is a Data & Analytics Engineering Lead position at Director level, which is part of the job family responsible for providing specialist data analysis and expertise that drives decision-making and business insights as well as crafting data pipelines, implementing data models, and optimizing data processes for improved data accuracy and accessibility, including applying machine learning and AI-based techniques.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

Role Overview

The Knowledge Access Team delivers firmwide knowledge platforms that enable Morgan Stanley employees to create, organize, govern, and discover information. This role is focused on owning and managing Confluence-related requirements across multiple departments, ensuring the platform evolves in line with business needs, operational standards, and emerging GenAI-enabled knowledge discovery.

The Knowledge Access Engineer will act as a platform owner and delivery lead for Confluence and adjacent knowledge systems (including Stack Overflow for Enterprise), coordinating vendor-led and internal changes, driving controlled deployments, and ensuring the platform’s content remains high-quality, governed, and AI-ready.

A major focus will be enabling and operationalizing ROVO agents, Confluence MCP, and Stack Overflow MCP, and integrating these capabilities with broader GenAI ecosystems used within the firm, while maintaining strong controls around content hygiene, access, and governance.

Key Responsibilities

1) Confluence Platform Ownership – North America

Act as the main contact for Confluence requirements across departments in North America. Transform user needs into platform improvements such as workflows, templates, permissions, taxonomy, space structure, automation, and integration. Standardize spaces for better usability and consistency.

2) Vendor Coordination & Change Delivery

Coordinate with Atlassian and Stack Overflow vendors to manage platform changes, including roadmap, releases, validation, and deployment. Oversee all change phases (intake, build, test, rollout, support). Implement repeatable release processes.

3) GenAI Enablement

Drive the adoption of ROVO agents for knowledge workflows, MCP capabilities, and integration between MCP endpoints and internal GenAI systems. Collaborate with engineering and governance to ensure secure, auditable GenAI features. Enhance AI-readiness through metadata, organization, and content quality.

4) Content Hygiene & Governance

Run content hygiene programs to manage stale, duplicate, and broken links. Set and enforce governance standards for ownership, permissions, sharing, labeling, templates, and reviews. Adapt governance to GenAI trends, including eligibility, sensitive data, storage, traceability, and compliance. Track outcomes with dashboards.

5) Operational Excellence & Support

Provide L2/L3 operational support for Confluence and knowledge tools: incident response, root cause analysis, and long-term fixes. Build automation and self-service for reliability. Develop documentation and onboarding guides.

Qualifications (Must Have)

• Bachelor’s degree in computer science, Information Systems, or equivalent experience.

• 6+ years’ experience in Knowledge Platform Management (e.g., Confluence, Stack Overflow or other SaaS products) with a focus on engineering, backend development, and scalable automation.

• Proven experience in Backend Development and Automation using Python, specifically in building robust integrations that consume and orchestrate external API endpoints.

• Demonstrated ability to manage complex, cross-department requirements and deliver platform changes within a controlled, high-compliance enterprise environment.

• Hands-on experience developing operational tooling and middleware to extend platform capabilities beyond "out-of-the-box" features.

• Strong technical understanding of Platform Governance: programmatic management of permissions, content lifecycle automation, and compliance-driven data structures.

• Experience working in Agile delivery models and utilizing Jira/Confluence for end-to-end delivery execution.

Preferred Qualifications (Good to Have)

• Experience coordinating with SaaS/platform vendors (roadmaps, support escalations, releases, SLAs).

• Familiarity with Model Context Protocol (MCP) and integrating tool endpoints into AI assistants/workflows.

• Experience enabling or operationalizing enterprise GenAI use cases (retrieval, summarization, semantic search, metadata enrichment).

• Knowledge of identity and access concepts (LDAP/AD), APIs, audit logging, and enterprise security controls.

• Exposure to search/discovery platforms and content analytics (usage metrics, search quality, governance reporting).

Enterprise Technology & Services:

Enterprise Technology & Services (ETS) delivers shared technology services for Morgan Stanley supporting all business applications and end users. ETS provides capabilities for all stages of Morgan Stanley’s software development lifecycle, enabling productive coding, functional and integration testing, application releases, and ongoing monitoring and support for over 3,000 production applications. ETS also delivers all workplace technologies (desktop, mobile, voice, video, productivity, intranet/internet) in integrated configurations that boost the personal productivity of employees. Application and end user functions are delivered on a scalable, secure, and reliable infrastructure composed of seamlessly integrated datacenter, network, compute, cloud, storage, and database functions.

We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services.

All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren’t just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences.

Wherever you are in our 1,200 global offices, you’ll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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.

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).

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 into your browser.

Expected base pay rates for the role will be between $120,000 and $165,000 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 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.

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