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 ResponsibilitiesThe 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.
