Morgan Stanley
Path To Advice Executive Services, Vice President
$115K–$190K
New York, New York +1 · On-site · Director · Full-time · Posted Sep 18, 2026
- Location
- New York, New York
Purchase, New York - Experience
- 5-10 years in top-tier management consulting, technology or financial services firm.
- Education
- Bachelor’s degree required.
About the job
Supports the Executive Services business by coordinating specialized Financial Advisor teams and executing initiatives that improve service, technology adoption, workflows, and client growth.
What you'll do
- Manage cross-functional initiatives and coordinate stakeholders, timelines, deliverables, and execution.
- Support specialized Financial Advisor teams through advisor coordination, training, operational resources, and issue resolution.
- Improve technology adoption and end-to-end workflows, using data and performance indicators to assess outcomes.
What they ask for
- Bachelor’s degree required.
- 5-10 years in top-tier management consulting, technology or financial services firm.
- Project management skills, strong written and verbal communication, and ability to collaborate and influence stakeholders.
- Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint).
Nice to have
- Financial services experience; Wealth Management, Executive Services, 10b5-1, and/or Rule 144 expertise.
- Coding and Data Analytics skills (SQL, Python, VBA, Dataiku, Tableau); financial modeling skills.
Pay
USD $115,000 to $190,000 per year (base salary)
Tools
Microsoft Office suite, Excel, Word, PowerPoint, SQL, Python, VBA, Dataiku
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