VP, Wealth Management Strategy & Growth
Morgan-Stanley
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Résumé du poste
Morgan Stanley’s Wealth Management Strategy team is seeking a VP to address growth, profitability, and multi-year planning. You will synthesize industry insights, build financial models, and develop strategic frameworks to address complex business problems.
The role collaborates with Advisory/Private Wealth, E*TRADE, Workplace & Institutional, Investment Solutions, Finance, Technology, and Marketing, delivering actionable recommendations under tight timelines and guiding strategic initiatives
Qualifications
- Bachelor’s degree with a strong academic record.
- 5+ years in management consulting, investment banking, or corporate strategy.
- Experience in Wealth Management, Banking, or Financial Services preferred.
- Strong analytical, problem-solving, and communication skills.
Responsabilités
- Analyze data and build financial models to inform decisions.
- Develop strategic frameworks for critical projects.
- Gather competitive intelligence on industry players.
- Create executive-ready presentations of strategy and findings.
- Conduct market research to identify trends and opportunities.
- Support acquisitions/partnership evaluations and integrations.
Connaissances
Formation
Outils
Description du poste
Morgan Stanley’s Wealth Management Strategy team is seeking a VP to address growth, profitability, and multi-year planning. You will synthesize industry insights, build financial models, and develop strategic frameworks to address complex business problems.
The role collaborates with Advisory/Private Wealth, E*TRADE, Workplace & Institutional, Investment Solutions, Finance, Technology, and Marketing, delivering actionable recommendations under tight timelines and guiding strategic initiatives
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