Path to Advice VP; Strategy

Firm Overview

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

• Wealth Management Client Segments is a division within Morgan Stanley Wealth Management that includes the Field organization, Workplace, Institutional, and Direct clients, as well as Marketing and Analytics. The goal of the Client Segments business is to ensure that MSWM meets clients on their advice journey, supporting their growth, and deepening relationships over time.

• The Path to Advice team sits within the Client Solutions Group, an organization focused on driving new asset and client growth across our Advisor, Workplace and Direct segments. The Path to Advice team oversees the strategy and execution of that client journey, supporting clients as they move from those segments to the advice channel.

• In this role, you will shape the strategy of several initiatives the Path to Advice team is standing up, including the creation of new product lines (e.g., corporate cash, lending) that will span our Advisor, Workplace, and Direct client segments.

• This individual will join a team of high-performers with a proven record of executing on the Firm’s strategy to deepen client relationships across multiple channels. Team members contribute directly to Firm flows, providing Financial Advisors with lead opportunities that generate Net New Asset growth.

• As a Vice President on the team, you will facilitate strategic discussions with internal stakeholders, ensure alignment on key decisions with partners across the Firm, and execute on those decisions with speed and precision.

• This role will require someone who is able to balance big picture thinking with operational expertise – someone capable of standing up new initiatives and scaling them quickly to bring in Net New Assets.

• As a Vice President on the team, you will lead cross-functional initiatives from planning to execution, ensuring alignment on goals, timelines and key deliverables. You will help stand up several new initiatives the team is pursuing that will generate Net New Asset growth this year.

• This role will include collaboration with teams across business units and geographic regions to drive strategic projects and operational improvements. The role will be Field-facing, requiring the candidate to work closely with Financial Advisors and Field Management.

• As a leader on the team, you will be expected to provide data-driven insights, while in parallel coaching other team members on how to perform analysis and craft recommendations.

• In this role, you will work closely with senior leadership to optimize the operations of our lead distribution process. You will also shape the narrative of the Firm’s Path to Advice strategy, providing direction and analytical support for external work the team is preparing.

• Develop concise and effective presentations supporting strategic initiatives.

• Partner with core partner businesses across the end-to-end customer journey, include Analytics & Data, Marketing, Morgan Stanley at Work, Strategic Client Management, and Virtual Client Solutions.

• Work across multiple lines of business and operation departments to improve opportunities sent to Financial Advisors.

• Support test & learn campaigns, including analyzing high-level performance data, and identifying optimization opportunities.

• Participate in discussions with senior management and support delivery of conclusions derived from projects to advise on real-time issues as well as longer-term strategic efforts.

• Bachelor’s degree; MBA a plus

• 7+ years in top‑tier management consulting, technology or financial services firm

• Experience in financial services preferred, Wealth Management expertise a plus

• Strategic thinker with strong analytical and problem‑solving skills; robust financial modeling skills a plus

• Excellent interpersonal skills, including collaborative work style and leadership…