Department Profile
Wealth Management Client Segments is a division within Morgan Stanley Wealth Management that includes the Field organization, Workplace, Institutional, and Direct clients, as well as Marketing and Analytics. The goal of the Client Segments business is to ensure that MSWM meets clients on their advice journey, supporting their growth, and deepening relationships over time.
The Path to Advice team sits within the Client Solutions Group, an organization focused on driving new asset and client growth across our Advisor, Workplace and Direct segments. The Path to Advice team oversees the strategy and execution of that client journey, supporting clients as they move from those segments to the advice channel.
Role Profile
- In this role, you will support the Executive Services business within Path to Advice, which is focused on delivering tailored support and a differentiated service experience for specialized Financial Advisor teams serving executives and corporate client relationships.
- This individual will join a team of high-performers with a proven record of executing the Firm’s strategy to deepen client relationships across multiple channels. The role will help manage and strengthen a network of specialized Financial Advisors by providing the coordination, tools, and support required to serve clients effectively and drive Net New Asset growth.
- As a Vice President on the team, you will contribute to strategic discussions with internal stakeholders, engage directly with Financial Advisors and Field partners, help align key decisions across the Firm, and support their execution with efficiency and accuracy.
- This role requires someone who can balance strategic thinking with day-to-day execution—helping scale Executive Services through technology enhancements, process improvements, and end-to-end workflow optimization.
Key Responsibilities
- Manage cross-functional Executive Services initiatives from planning through execution, ensuring alignment on goals, timelines, key deliverables, and measures of success.
- Drive collaboration across internal business partners to identify, prioritize, and advance specific Executive Services opportunities from concept through execution, aligning stakeholders, decisions, and next steps.
- Help manage and support a network of specialized Financial Advisors, serving as a central point of coordination across advisor teams, Field Management, and internal partners.
- Interact regularly with Financial Advisors to understand their client needs, resolve issues, gather feedback, and identify opportunities to improve the advisor and client experience.
- Provide ongoing operational and strategic support to specialized Financial Advisor teams, including coordinating resources, developing materials, monitoring open items, and facilitating timely resolution of escalations.
- Partner closely with internal training teams to plan and execute training programs for the specialized Financial Advisor network, including developing curricula and materials, coordinating presenters and logistics, facilitating sessions, and measuring participant engagement and effectiveness.
- Support the rollout and adoption of technology enhancements by coordinating requirements, testing solutions, preparing communications and training materials, and collecting feedback from Financial Advisors.
- Identify and implement process enhancements that improve consistency, efficiency, controls, and service delivery across the Executive Services workstream.
- Evaluate and improve end-to-end workflows, documenting current-state processes, defining future-state approaches, and partnering with business, operations, technology, data, and compliance stakeholders to drive implementation.
- Develop concise and effective presentations, communications, and reporting that convey strategic priorities, implementation progress, advisor feedback, and business insights.
- Use data and performance indicators to assess adoption and outcomes, identify actionable optimization opportunities, and support test-and-learn efforts.
- Participate in senior-level discussions and contribute insights that inform both tactical execution and the long-term direction of Executive Services.
Experience
- Bachelor’s degree required
- 5-10 years in top-tier management consulting, technology or financial services firm
- Experience in financial services preferred, Wealth Management, Executive Services, 10b5-1, and/or Rule 144 expertise a plus
Skills Required
- Strategic thinker with strong analytical and problem-solving skills; solid financial modeling skills a plus
- Excellent interpersonal skills, including collaborative work style and ability to influence stakeholders; experience working across teams and with senior leadership a plus
- Project management skills, including ability to manage multiple initiatives simultaneously and adjust to changing priorities and deadlines
- Strong written and verbal communication skills
- Detail and results-oriented individual
- Strong team player, and high energy, and comfortable working in a fast-paced, dynamic environment
- Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint)
- Coding and Data Analytics skills a plus (SQL, Python, VBA, Dataiku, Tableau)
- AI related skills
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.
