IWM Strategy, Vice President

Morgan StanleyNew York, NY
$110,000 - $190,000

About The Position

Morgan Stanley is a leading global financial services firm. The International Wealth Management (IWM) division within Morgan Stanley Private Wealth Management (PWM) focuses on overseeing the business and key strategic efforts for international clients. IWM has been a significant growth area for the firm. The IWM Strategy team is responsible for developing and implementing initiatives to scale the IWM business, service existing clients, expand the business model, and meet the needs of financial advisors.

Requirements

  • Bachelor’s degree required
  • 8+ years of relevant experience in wealth management, financial services, strategy, business management, or top-tier management consulting.
  • Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint)

Nice To Haves

  • Advanced degree preferred
  • Experience within financial services is preferred
  • Direct Wealth Management expertise a plus
  • Prior International markets or cross-border business experience highly valued
  • Strategic thinker with strong analytical and problem-solving skills
  • Excellent interpersonal skills, including collaborative work style and ability to influence stakeholders; experience working across teams and with senior leadership a plus
  • Project management skills, including ability to manage multiple initiatives simultaneously and adjust to changing priorities and deadlines
  • Strong written and verbal communication skills
  • Detail and results-oriented individual
  • Strong team player, and high energy, and comfortable working in a fast-paced, dynamic environment

Responsibilities

  • Support the strategy and execution of key initiatives across International Wealth Management, including global wealth management strategy, international expansion efforts, cross-divisional business development, field support, and client-related events.
  • Join a high-performing team focused on executing the Firm’s strategic priorities and supporting growth across International Wealth Management.
  • Help drive key initiatives and business management activities, including client events, strategic planning, stakeholder coordination, and the annual budget process.
  • Contribute to strategic discussions, support alignment across internal partners, and help execute key decisions efficiently and accurately.
  • Balance strategic thinking with day-to-day execution while supporting new initiatives that contribute to Net New Asset growth.
  • Display strong judgment, attention to detail, and the ability to operate effectively across multiple priorities and stakeholder groups.
  • Lead cross-functional initiatives from planning through execution, ensuring alignment on objectives, timelines, and deliverables.
  • Support the launch and scaling of initiatives that drive IWM Net New Asset growth.
  • Partner with business units, international regions, and control functions to advance strategic projects and improve execution.
  • Develop data-driven insights and recommendations for senior stakeholders.
  • Enhance the lead distribution process to improve opportunity quality, advisor engagement, and business impact.
  • Prepare senior-level presentations that communicate strategic priorities, insights, and progress.
  • Contribute to discussions that inform tactical execution and long-term business strategy.

Benefits

  • Commission earnings
  • Incentive compensation
  • Discretionary bonuses
  • Other short and long-term incentive packages
  • Morgan Stanley sponsored benefit programs
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