Morgan Stanley
Path to Advice Strategy and Execution, VP
$115K–$190K
Purchase, New York · On-site · Director · Full-time · Posted Sep 18, 2026
- Experience
- 7+ years in top-tier management consulting, technology or financial services firm.
- Education
- Bachelor’s degree; MBA a plus.
About the job
Leads strategy and execution initiatives that move clients from Morgan Stanley’s Advisor, Workplace, and Self-directed segments into its advice channel.
What you'll do
- Develop strategies, presentations, and recommendations for firmwide initiatives; analyze test-and-learn campaign results and identify improvements.
- Lead cross-functional projects from planning through execution, coordinating stakeholders across business units and regions.
- Partner with Financial Advisors, Field Management, and other business lines to improve the identification and delivery of opportunities.
What they ask for
- Bachelor’s degree.
- 7+ years in top-tier management consulting, technology or financial services firm.
- Strong analytical, problem-solving, project management, communication, and interpersonal skills.
- Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint).
Nice to have
- MBA.
- Financial services experience; Wealth Management expertise, robust financial modeling, and C-level presentation experience are also noted as preferred or a plus.
Pay
$115,000 and $190,000 per year (USD, base salary)
Tools
Microsoft Office suite, Excel, Word, PowerPoint, GenAI, Automation
AI focus
May develop GenAI and Automation capabilities to streamline operations or drive top-line growth; the team’s prior work has included AI-based lead matching.
Model-written summary · the original posting is authoritative