VP, Client Experience & Strategy

Morgan Stanley

New York (NY)

Presencial

USD 110.000 - 190.000

Tempo integral

Há 7 dias

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Resumo da vaga

Morgan Stanley Family Office (MSFO) within Private Wealth Management seeks a VP of Client Strategy & Experience to shape and operationalize the client experience across the full lifecycle. You will drive cross-functional partnerships, translate feedback into actionable strategies, and deliver measurable improvements in client engagement and retention.

The role combines strategic planning, analytics, and stakeholder influence to maintain a differentiated, client-centered experience across

Qualificações

5+ years’ experience in financial services, wealth management and/or marketing/business strategy & management.
Bachelor’s degree in business or related field is required.
Exceptional project and interpersonal skills.
Outstanding team working, relationship building, and cross-collaboration skills.
Excellent organization and prioritization skills.
High level of attention to detail, with excellent written and verbal communication skills.
A track record of success and a demonstrated ability to exercise good judgment and discretion.

Responsabilidades

Define and shape the organization’s client strategy and experience.
Develop plans and initiatives for client engagement, satisfaction, retention, and growth.
Translate priorities into clear experience goals, measures, and roadmaps.
Identify opportunities to enhance client interaction and relationship management.
Partner with senior stakeholders to align client priorities with business strategy.