WM Administration - Strategy, Vice President

Morgan Stanley•Purchase, NY

47d

About The Position

The WM Strategy team within Morgan Stanley Wealth Management develops and executes the firm’s highest priority strategic initiatives, partnering with senior leadership across the firm to capture growth opportunities. The VP will work on the business’s most critical strategic questions across growth, profitability, multi-year planning, competitive dynamics, technology investments, acquisitions, divestitures, and partnerships. The role includes synthesizing industry and competitive insights, building financial models and scenario analyses, developing strategic frameworks to address business problems, supporting evaluation of acquisitions and partnerships, and delivering clear, actionable recommendations to help shape MSWM’s future strategy. The VP will partner with teams across Advisory/Private Wealth Management, ETRADE, Workplace & Institutional, Investment Solutions, Finance, Technology, and Marketing. The role requires strong problem-solving, quantitative, communication, presentation, and project management skills, with the ability to manage multiple priorities and deliver high-quality work under tight timelines.

Requirements

Bachelor’s degree with a strong academic record
5+ years of relevant experience in management consulting, investment banking, or an internal strategy/corporate development function
Direct work or project experience in Wealth Management, Banking or Financial Services industries
Strategic thinker with strong analytical and problem-solving skills
Strong data analysis and financial modeling skills; solid foundation in corporate finance and accounting
Excellent attention to detail and strong written and verbal communication skills
Proven ability to manage multiple workstreams simultaneously
Self-starter who takes initiative, learns quickly, and works independently
Collaborative teammate with strong interpersonal and professional judgment
Proficiency in Microsoft Office (Excel, Word, PowerPoint)
Proficiency in AI tools (effective prompt writing, GPT creation, etc.)

Responsibilities

Analyze data and build financial models to drive insights and recommendations
Develop strategic and analytical frameworks to support critical projects
Gather competitive intelligence on existing and emerging competitors
Create executive-ready presentations communicating business strategy
Conduct market research to identify attractive new markets and key trends
Facilitate Wealth Management strategic initiatives, collaborating with cross-functional teams within the Firm
Support evaluation of potential acquisitions and partnerships