Path to Advice Strategy and Execution, VP

Morgan Stanley • Purchase, NY

67d

About The Position

Morgan Stanley is a global financial services firm. The Path to Advice team focuses on driving new asset and client growth across Advisor, Workplace, and Self-directed segments, overseeing the strategy and execution of the client journey to the advice channel. This team's scope includes various Morgan Stanley business lines such as Morgan Stanley at Work Equity Administration, Retirement Solutions, ETRADE, Banking & Lending, and Investment Solutions. The team's work adapts to the evolving business and market landscape, encompassing the development of client engagement solutions, optimization of lead generation platforms, and driving growth through strategic partnerships and new product areas.

We are seeking a Vice President to lead strategy and execution efforts within the Path to Advice team. This individual will join a high-performing team with diverse backgrounds and a proven track record of executing the Firm's strategy to deepen client relationships across multiple channels. The role requires a high-impact individual who can combine Wealth Management industry knowledge with generalist business acumen and strategy experience. Responsibilities include shaping the strategy for new initiatives, potentially involving the development of GenAI and Automation capabilities to streamline operations or drive growth. This role demands a balance of big-picture thinking and operational expertise, with the ability to launch and scale new initiatives rapidly to acquire new client relationships.

Requirements

• Bachelor’s degree
• 7+ years in top-tier management consulting, technology or financial services firm
• Strategic thinker with strong analytical and problem-solving skills
• Robust financial modeling skills a plus
• Excellent interpersonal skills, including collaborative work style and leadership presence
• Demonstrated ability to influence others and earn trust of peers and senior management across an organization
• Project management skills, including ability to juggle multiple projects simultaneously and comfort with changing or tight deadlines
• Strong written and verbal communication skills, with an ability to break down complex ideas into clear, concise concepts
• Experience in developing C-level presentations a plus
• Detail and results-oriented individual
• Strong team player, high energy, and motivated by fast-paced environment
• Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint)

Nice To Haves

• MBA a plus
• Experience in financial services preferred
• Wealth Management expertise a plus

Responsibilities

• Develop new strategies to achieve firmwide objectives.
• Create concise and effective presentations supporting strategic initiatives.
• Participate in discussions with senior management and support delivery of conclusions derived from projects to advise on real-time issues as well as longer-term strategic efforts.
• Support test & learn campaigns, including analyzing high-level performance data, and identifying optimization opportunities.
• Lead cross-functional initiatives from planning to execution, ensuring alignment with stakeholders on goals, timelines and key deliverables.
• Collaborate with teams across business units and geographic regions to drive strategic projects and operational improvements.
• Provide data-driven insights and coach other team members on performing analysis and crafting recommendations.
• Partner with core partner businesses across the end-to-end customer journey.
• Work closely with Financial Advisors and Field Management.
• Work across multiple lines of business to improve identification, delivery, and execution of opportunities sent to Financial Advisors.

Benefits

• Ample opportunity to move about the business for those who show passion and grit in their work.
• Attractive and comprehensive employee benefits and perks in the industry.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager