WM Administration - Strategy, Vice President

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

Job summary

Morgan Stanley's Wealth Management Strategy team seeks a Vice President to guide priority strategic initiatives—driving growth, profitability, and multi-year planning. You will synthesize industry insights, build financial models, and present actionable recommendations to senior leadership across Advisory/Private Wealth Management, E*TRADE, and other divisions.

You will partner with Finance, Technology, Marketing and other teams, delivering executive-ready materials and owning multiple

Qualifications

• Bachelor’s degree with a strong academic record.
• 5+ years of relevant experience in management consulting, investment banking, or an internal strategy/corporate development function.
• Direct work or project experience in Wealth Management, Banking or Financial Services industries.

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

Data analysis

Attention to detail

Multiple workstreams

Self-starter

Collaborative

Microsoft Office

AI tools

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

The WM Strategy team within Morgan Stanley Wealth Management develops and executes the firm’s highest priority strategic initiatives, partnering with senior leadership across the firm to capture growth opportunities.

Position Summary And Responsibilities

The VP will work on the business’s most critical strategic questions across growth, profitability, multi-year planning, competitive dynamics, technology investments, acquisitions, divestitures, and partnerships. The role includes synthesizing industry and competitive insights, building financial models and scenario analyses, developing strategic frameworks to address business problems, supporting evaluation of acquisitions and partnerships, and delivering clear, actionable recommendations to help shape MSWM’s future strategy.

The VP will partner with teams across Advisory/Private Wealth Management, E*TRADE, Workplace & Institutional, Investment Solutions, Finance, Technology, and Marketing. The role requires strong problem-solving, quantitative, communication, presentation, and project management skills, with the ability to manage multiple priorities and deliver high-quality work under tight timelines.

Key tasks the candidate will be expected to perform include:

• 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

Experience

• Bachelor’s degree with a strong academic record
• 5+ years of relevant experience in management consulting, investment banking, or an internal strategy/corporate development function
• Direct work or project experience in Wealth Management, Banking or Financial Services industries

Skills/Abilities

• Strategic thinker with strong analytical and problem-solving skills
• Strong data analysis and financial modeling skills; solid foundation in corporate finance and accounting
• Excellent attention to detail and strong written and verbal communication skills
• Proven ability to manage multiple workstreams simultaneously
• Self-starter who takes initiative, learns quickly, and works independently
• Collaborative teammate with strong interpersonal and professional judgment
• Proficiency in Microsoft Office (Excel, Word, PowerPoint)
• Proficiency in AI tools (effective prompt writing, GPT creation, etc.)

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $115,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.