VP of Client Experience & Strategy

Morgan Stanley; United States; On-site; USD 110,000 - 190,000; Full time

Job summary

Morgan Stanley’s Family Office is seeking a Vice President of Client Strategy & Experience to shape the client experience across the full lifecycle. You will translate client needs into actionable strategies, and partner with leadership to drive growth, retention and service excellence.

You will lead cross-functional collaboration with sales, marketing, product, and operations, using data-driven insights to set priorities and measure impact.

Qualifications

• This role requires exceptional organizational and interpersonal skills and the ability to multitask in a fast-paced environment.
• Bachelor’s degree in business or related field is required.
• Strong relationship-building and cross-collaboration skills are essential.

Responsibilities

• Define and evolve the long-term client strategy and experience across the organization with measurable goals.
• Establish KPIs for client satisfaction, engagement, retention, and growth; translate insights into actions.
• Collaborate with sales, marketing, product, and operations to align priorities around client experience.

Skills

Organizational skills

Interpersonal skills

Relationship building

Cross-functional collaboration

Attention to detail

Strong communication

Education

Bachelor’s degree in business or related field

Job description

Morgan Stanley’s Family Office is seeking a Vice President of Client Strategy & Experience to shape the client experience across the full lifecycle. You will translate client needs into actionable strategies, and partner with leadership to drive growth, retention and service excellence.

You will lead cross-functional collaboration with sales, marketing, product, and operations, using data-driven insights to set priorities and measure impact.