VP, Wealth Management Strategy & Growth

Morgan Stanley; New York (NY); On-site; USD 115,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking a VP in Wealth Management Strategy to address growth, profitability, and multi-year planning. You will build financial models, develop strategic frameworks, and assess acquisitions while collaborating with Advisory, Private Wealth Management, and Technology teams.

The role requires strong problem-solving, data analysis, and excellent communication, with a track record in banking or financial services and a Bachelor's degree.

Qualifications

• 5+ years of relevant experience in management consulting, investment banking, or corporate strategy.
• Bachelor's degree with strong academic record.
• Direct work or project experience in Wealth Management, Banking or Financial Services.

Responsibilities

• Analyze data and build financial models to drive insights and recommendations
• Develop strategic and analytical frameworks to support critical projects
• Gather competitive intelligence on existing and emerging competitors
• Create executive-ready presentations communicating business strategy
• Conduct market research to identify attractive new markets and key trends
• Facilitate Wealth Management strategic initiatives, collaborating with cross-functional teams within the Firm
• Support evaluation of potential acquisitions and partnerships

Skills

Strategic thinker

Analytical skills

Financial modeling

Problem-solving

Excellent communication

Project management

MS Office proficiency

AI tools usage

Education

Bachelor's degree

Tools

Microsoft Office

AI tools

Job description

Morgan Stanley is seeking a VP in Wealth Management Strategy to address growth, profitability, and multi-year planning. You will build financial models, develop strategic frameworks, and assess acquisitions while collaborating with Advisory, Private Wealth Management, and Technology teams.

The role requires strong problem-solving, data analysis, and excellent communication, with a track record in banking or financial services and a Bachelor's degree.