Path to Advice - Associate/AVP (Strategy)

Morgan Stanley; Purchase (NY); On-site; USD 70,000 - 135,000; Full time

Job summary

Morgan Stanley is seeking a strategic professional to help shape and execute the Path to Advice initiatives within Wealth Management. You will contribute to new product lines across Advisor, Workplace, and Direct segments, driving client growth and lead development.

You will work with senior leadership to deliver actionable insights, develop presentations, and coordinate with Analytics, Marketing, and Client Solutions teams to optimize opportunities for Financial Advisors.

Qualifications

• Bachelor’s degree required.
• 3-6 years in top‑tier management consulting, technology or financial services firm.
• Experience in financial services preferred, Wealth Management expertise a plus.

Responsibilities

• As an Assistant Vice President/Associate on the team, you will manage cross-functional initiatives from planning through execution, ensuring alignment on goals, timelines, and key deliverables.
• You will play a key role in helping to launch several new initiatives focused on driving Net New Asset growth this year.
• This role will include collaboration with teams across business units and geographic regions to advance strategic projects and operational improvements.
• The role will be Field-facing, requiring the candidate to coordinate with Financial Advisors and Field Management.
• As a core contributor to the team, you will provide data-driven insights and help develop strategic recommendations alongside senior colleagues.
• In this role, you will work closely with senior colleagues and senior leadership to support and enhance the operations of our lead distribution process.

Skills

Strategic thinking

Analytical skills

Problem solving

Interpersonal skills

Communication skills

Project management

Team collaboration

MS Office (Excel, PowerPoint)

SQL

Python

VBA

Dataiku

Tableau

Education

Bachelor’s degree

Job description

Firm Overview

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.

Department Profile

• Wealth Management Client Segments is a division within Morgan Stanley Wealth Management that includes the Field organization, Workplace, Institutional, and Direct clients, as well as Marketing and Analytics. The goal of the Client Segments business is to ensure that MSWM meets clients on their advice journey, supporting their growth, and deepening relationships over time.
• The Path to Advice team sits within the Client Solutions Group, an organization focused on driving new asset and client growth across our Advisor, Workplace and Direct segments. The Path to Advice team oversees the strategy and execution of that client journey, supporting clients as they move from those segments to the advice channel.

Role Profile

• In this role, you will support the strategy of several initiatives the Path to Advice team is standing up, including the development of new product lines (e.g., corporate cash, lending) that will span our Advisor, Workplace, and Direct client segments.
• This individual will join a team of high-performers with a proven record of executing on the Firm’s strategy to deepen client relationships across multiple channels. Team members contribute directly to Firm flows, providing Financial Advisors with lead opportunities that generate Net New Asset growth.
• As an Assistant Vice President/Associate of the team, you will contribute to the strategic discussions with internal stakeholders, help drive alignment on key decisions with partners across the Firm, and assist in executing those decisions with efficiency and accuracy
• This role will require someone who can balance strategic thinking and day-to-day execution – capable of helping stand up new initiatives and scale them effectively to contribute to Net New Assets.

Key Responsibilities

• As an Assistant Vice President/Associate on the team, you will manage cross-functional initiatives from planning through execution, ensuring alignment on goals, timelines, and key deliverables. You will play a key role in helping to launch several new initiatives focused on driving Net New Asset growth this year
• This role will include collaboration with teams across business units and geographic regions to advance strategic projects and operational improvements. The role will be Field-facing, requiring the candidate to coordinate with Financial Advisors and Field Management
• As a core contributor to the team, you will provide data-driven insights and help develop strategic recommendations alongside senior colleagues
• In this role, you will work closely with senior colleagues and senior leadership to support and enhance the operations of our lead distribution process. You will contribute to the narrative for the Firm’s Path to Advice strategy and assist in delivering key materials for external audiences
• Develop concise and effective presentations that communicate strategic priorities and insights
• Partner with teams across the end-to-end customer journey, including Analytics & Data, Marketing, Morgan Stanley at Work, Strategic Client Management, and Virtual Client Solutions
• Collaborate with various business and operational teams to improve opportunities delivered to Financial Advisors
• Work across multiple lines of business and operation departments to improve opportunities sent to Financial Advisors
• Support and help execute test & learn campaigns by analyzing performance data and identifying actionable optimization opportunities
• Participate in senior-level discussions and contribute to the delivery of insights that inform both tactical and long‑term business decisions

Experience

• Bachelor’s degree required
• 3-6 years in top‑tier management consulting, technology or financial services firm
• Experience in financial services preferred, Wealth Management expertise a plus

Skills Required

• 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
• Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint)
• Coding and Data Analytics skills a plus (SQL, Python, VBA, Dataiku, Tableau)

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 "https://www.morganstanley.com/about-us/global-offices" into your browser.

Expected base pay rates for the role will be between $70,000 and $135,000 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.

For more information, please visit: "https://www.morganstanley.com/people-opportunities/eeo."