Vice President — Wealth Management Strategy & Growth

Morgan Stanley; Purchase (NY); On-site; USD 115,000 - 190,000; Full time

Job summary

Morgan Stanley's Wealth Management WM Strategy team seeks a Vice President to lead priority strategic initiatives across growth, profitability, planning, and partnerships. You will build financial models, synthesize industry insights, and develop frameworks to address complex business problems, delivering actionable recommendations.

You will collaborate with Advisory/Private Wealth, E*TRADE, and Finance, requiring strong problem-solving, communication, and project management skills.

Qualifications

• 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.

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.

Skills

Strategic thinker

Analytical/problem-solving

Data analysis/financial modeling

Written/verbal communication

Multi-task management

Self-starter

Collaborative teamwork

MS Office

AI tools proficiency

Education

Bachelor's degree

Tools

Excel

Word

PowerPoint

Job description

Morgan Stanley's Wealth Management WM Strategy team seeks a Vice President to lead priority strategic initiatives across growth, profitability, planning, and partnerships. You will build financial models, synthesize industry insights, and develop frameworks to address complex business problems, delivering actionable recommendations.

You will collaborate with Advisory/Private Wealth, E*TRADE, and Finance, requiring strong problem-solving, communication, and project management skills.