VP, Wealth Management Finance Strategy & Transformation

474 MS Services Group, Inc.; Purchase (NY); Hybrid; USD 110,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking a Vice President to join the Wealth Management Finance Strategy & Initiatives team. You will lead strategic transformation efforts, modernize data and systems, and collaborate across Finance, Technology and business units to support growth and value delivery.

You will manage major and minor projects, drive risk mitigation and communicate strategic recommendations to senior leaders, while embodying the firm’s values and delivering measurable outcomes.

Qualifications

• Advanced understanding of Finance functional area, product and/or client segment.
• Strong problem-solving and analytical thinking in complex environments.
• Experience influencing senior stakeholders and driving cross-functional alignment.
• Demonstrated ability to lead through influence in matrixed organizations.

Responsibilities

• Collaborate with Finance, Technology, Operations and business leaders to translate priorities into actionable solutions.
• Lead strategic initiatives to simplify and modernize Finance processes, data, reporting and technology.
• Identify risks and develop mitigation strategies across programs and projects.
• Prepare executive-level communications, presentations and recommendations for management.
• Drive continuous improvement and adoption of AI, automation and innovative solutions.

Skills

Finance strategy

Transformation

Stakeholder management

Project leadership

Communication

Leadership

Data & analytics

Change management

Education

B.A./B.S. in a relevant field

Job description

Morgan Stanley is seeking a Vice President to join the Wealth Management Finance Strategy & Initiatives team. You will lead strategic transformation efforts, modernize data and systems, and collaborate across Finance, Technology and business units to support growth and value delivery.

You will manage major and minor projects, drive risk mitigation and communicate strategic recommendations to senior leaders, while embodying the firm’s values and delivering measurable outcomes.