Path To Advice Executive Services, Vice President

Morgan Stanley•New York, NY

8d•$115,000 - $190,000

About The Position

Morgan Stanley is a leading global financial services firm. The Path to Advice team, within the Client Solutions Group, focuses on driving new asset and client growth across Advisor, Workplace, and Direct segments. This team oversees the strategy and execution of the client journey, supporting clients as they move towards the advice channel. This role specifically supports the Executive Services business within Path to Advice, which is dedicated to delivering tailored support and a differentiated service experience for specialized Financial Advisor teams serving executives and corporate client relationships. The individual will join a high-performing team focused on executing the Firm’s strategy to deepen client relationships across multiple channels. The role will help manage and strengthen a network of specialized Financial Advisors by providing the necessary coordination, tools, and support to serve clients effectively and drive Net New Asset growth. As a Vice President, the individual will contribute to strategic discussions, engage with Financial Advisors and Field partners, align key decisions across the Firm, and support execution with efficiency and accuracy. This role requires a blend of strategic thinking and day-to-day execution, focusing on scaling Executive Services through technology enhancements, process improvements, and end-to-end workflow optimization.

Requirements

Bachelor’s degree required
5-10 years in top-tier management consulting, technology or financial services firm
Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint)

Nice To Haves

Experience in financial services preferred
Wealth Management, Executive Services, 10b5-1, and/or Rule 144 expertise a plus
Strategic thinker with strong analytical and problem-solving skills; solid financial modeling skills a plus
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
Coding and Data Analytics skills a plus (SQL, Python, VBA, Dataiku, Tableau)
AI related skills

Responsibilities

Manage cross-functional Executive Services initiatives from planning through execution, ensuring alignment on goals, timelines, key deliverables, and measures of success.
Drive collaboration across internal business partners to identify, prioritize, and advance specific Executive Services opportunities from concept through execution, aligning stakeholders, decisions, and next steps.
Help manage and support a network of specialized Financial Advisors, serving as a central point of coordination across advisor teams, Field Management, and internal partners.
Interact regularly with Financial Advisors to understand their client needs, resolve issues, gather feedback, and identify opportunities to improve the advisor and client experience.
Provide ongoing operational and strategic support to specialized Financial Advisor teams, including coordinating resources, developing materials, monitoring open items, and facilitating timely resolution of escalations.
Partner closely with internal training teams to plan and execute training programs for the specialized Financial Advisor network, including developing curricula and materials, coordinating presenters and logistics, facilitating sessions, and measuring participant engagement and effectiveness.
Support the rollout and adoption of technology enhancements by coordinating requirements, testing solutions, preparing communications and training materials, and collecting feedback from Financial Advisors.
Identify and implement process enhancements that improve consistency, efficiency, controls, and service delivery across the Executive Services workstream.
Evaluate and improve end-to-end workflows, documenting current-state processes, defining future-state approaches, and partnering with business, operations, technology, data, and compliance stakeholders to drive implementation.
Develop concise and effective presentations, communications, and reporting that convey strategic priorities, implementation progress, advisor feedback, and business insights.
Use data and performance indicators to assess adoption and outcomes, identify actionable optimization opportunities, and support test-and-learn efforts.
Participate in senior-level discussions and contribute insights that inform both tactical execution and the long-term direction of Executive Services.