WM Administration Strategy, Vice President

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices in 43 countries.

As a market leader the talent and passion of our people is critical to our success. Together we share a common set of values rooted in integrity excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn achieve and grow. A philosophy that balances personal lifestyles perspectives and needs is an important part of our culture.

The WM Strategy team within Morgan Stanley Wealth Management develops and executes the firms highest priority strategic initiatives partnering with senior leadership across the firm to capture growth opportunities.

Position Summary and Responsibilities

The VP will work on the businesss 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 MSWMs 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:

• Bachelors 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 thats differentiated and weve 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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between $115000 and $190000 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 includecommission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion where individuals are hired developed and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate bringing a variety of backgrounds talents perspectives and experiences.

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