VP, Client Experience & Strategy

Morgan-Stanley; Town of Islip (NY); On-site; USD 110,000 - 190,000; Full time

Job summary

Morgan Stanley Family Office in Private Wealth Management seeks a Vice President of Client Strategy & Experience to shape and operationalize the client experience across the lifecycle. You will partner with leadership to translate client needs into actionable strategies and scalable practices.

You will lead data-driven insights, establish KPIs, and drive collaboration across sales, marketing, product, and operations to enhance engagement, retention, and growth.

Qualifications

• 5+ years’ experience in financial services, wealth management and/or marketing/business strategy & management.
• Bachelor’s degree in business or related field.
• Exceptional project and interpersonal skills.
• Outstanding written and verbal communication.
• Ability to multitask and prioritize in a fast-paced environment.

Responsibilities

• Define and evolve the long-term client strategy and experience across the organization.
• Develop operational plans, frameworks, and initiatives that support client engagement, satisfaction, retention, and growth.
• Establish and monitor KPIs related to client satisfaction, engagement, retention, service quality, and relationship growth.
• Collaborate with sales, marketing, product, operations, and client service to align priorities.
• Translate client feedback into actionable strategies and scalable processes.

Skills

Client strategy

Relationship management

Data analysis

Cross-functional collaboration

Project management

Education

Bachelor’s degree in business or related field

Job description

Morgan Stanley Family Office in Private Wealth Management seeks a Vice President of Client Strategy & Experience to shape and operationalize the client experience across the lifecycle. You will partner with leadership to translate client needs into actionable strategies and scalable practices.

You will lead data-driven insights, establish KPIs, and drive collaboration across sales, marketing, product, and operations to enhance engagement, retention, and growth.