VP, Path to Advice Strategy & GenAI Growth

Morgan Stanley

Purchase (NY)

On-site

USD 115,000 - 190,000

Full time

3 days ago
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Job summary

Morgan Stanley is seeking a Vice President to lead strategy and execution for the Path to Advice team. You will join high-performing colleagues and shape initiatives across wealth management channels, including GenAI and automation, to deepen client relationships.

This role emphasizes big-picture thinking with hands-on operational execution, coaching teammates, and delivering data-driven recommendations to senior leaders.

Qualifications

  • Bachelor's degree required; MBA preferred.
  • Experience in top-tier management consulting, tech or financial services.
  • Wealth Management experience is a plus.

Responsibilities

  • Develop and communicate firmwide strategic initiatives and presentations.
  • Lead cross-functional programs from planning through execution.
  • Coordinate with advisors and field management to drive opportunities.

Skills

Strategic thinking
Analytical skills
Project management
Communication
MS Office

Education

Bachelor's degree
MBA a plus

Tools

MS Office

Job description

Morgan Stanley is seeking a Vice President to lead strategy and execution for the Path to Advice team. You will join high-performing colleagues and shape initiatives across wealth management channels, including GenAI and automation, to deepen client relationships.

This role emphasizes big-picture thinking with hands-on operational execution, coaching teammates, and delivering data-driven recommendations to senior leaders.

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