Drimva

Morgan Stanley

Wealth Management Finance, Strategy & Change Management VP

$110K–$190K

New York, New York +1 · On-site · Director · Full-time · Posted Oct 5, 2026

Location
New York, New York
Purchase, New York
Experience
10+ years of relevant experience in Finance, Strategy, Transformation, Consulting, Business Analysis, Product Management, Technology Delivery, or a related field.
Education
B.A./B.S. in a relevant field.

About the job

Leads Wealth Management Finance transformation projects to modernize processes, data, reporting, and technology, and translates strategic priorities into solutions with business and technology partners.

What you'll do

  • Lead strategic initiatives and project deliverables, including requirements, process design, testing, and readiness.
  • Assess new business initiatives, dependencies, risks, and Finance capability needs; develop mitigation plans.
  • Partner with stakeholders and Technology teams, build alignment, and deliver executive communications and recommendations.

What they ask for

  • 10+ years of relevant experience in Finance, Strategy, Transformation, Consulting, Business Analysis, Product Management, Technology Delivery, or a related field.
  • B.A./B.S. in a relevant field.
  • Experience partnering with Technology teams to define requirements, support solution design, drive testing, and implement business solutions.
  • Strong analytical skills working with large and complex data sets.

Nice to have

  • Experience leveraging AI, automation, or emerging technologies to improve business processes and drive efficiencies.

Pay

$110,000 and $190,000 per year (base salary)

AI focus

Leverage data, analytics, automation, and AI to improve decision-making, efficiency, and user experience; experience with AI, automation, or emerging technologies is requested.

Model-written summary · the original posting is authoritative

First seen Oct 28, 2026 · Last verified Nov 6, 2026 (UTC)