VP, Client Engagement & Operations (Wealth Management)

PowerToFly; New York (NY); On-site; USD 110,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking a Vice President within the Wealth Management Chief Data Office to lead a team supporting client and financial advisor engagements on cybersecurity and fraud, while handling broad administrative duties. The role involves budgeting, hiring support, space management, and mentorship programs to advance WM CDO's mission.

Responsibilities include coordinating SMEs with high net worth clients for business development and incident response, managing non-comp budget, and

Qualifications

• Bachelor’s degree required and 7–12 years of relevant experience.
• Excellent written and verbal communication at all levels.
• Strong customer service orientation.
• Prior management experience.
• Advanced problem solving, critical thinking, and research skills.
• Ability to manage multiple workstreams with attention to detail.
• Proficiency with office productivity software, data analysis, and collaboration tools.

Responsibilities

• Overseeing a team that coordinates engagements between WM CDO SMEs with High Net Worth clients and financial advisors to support business development activities or assist with incident response.
• Managing administrative staff who support WM CDO Managing Directors with scheduling, travel, and expense management.
• Managing WM CDO’s overall non-comp budget (e.g., consulting, travel, training, etc.).
• Supporting hiring managers in their recruitment activities and providing leadership with transparency and insight into the hiring pipeline and key personnel data points.
• Ensuring new hires understand the WM CDO mission/vision and the role they will play in advancing it.
• Facilitating touchpoints, communications, and other initiatives that ensure WM CDO team members are driving toward shared objectives.
• Working with SMEs and content producers to maintain and disseminate educational and marketing materials to help clients/prospects and advisors reduce their data security and/or fraud risk.
• Maintaining team-related documentation, such as organizational charts, onboarding curriculum, job descriptions, etc.
• Driving WM CDO’s mentorship program to help team members grow their network within CDO and achieve their career goals.

Skills

Communication skills

Customer service

Management experience

Critical thinking

Problem solving

Multi-tasking

Attention to detail

Data analysis

Office software tools

Collaboration tools

Education

Bachelor’s degree

Job description

Morgan Stanley is seeking a Vice President within the Wealth Management Chief Data Office to lead a team supporting client and financial advisor engagements on cybersecurity and fraud, while handling broad administrative duties. The role involves budgeting, hiring support, space management, and mentorship programs to advance WM CDO's mission.

Responsibilities include coordinating SMEs with high net worth clients for business development and incident response, managing non-comp budget, and