Path to Advice - Associate/AVP (Strategy)

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. As a market leader, the talent and passion of our people are critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic, balancing personal lifestyles, perspectives, and needs as part of our culture.

About the Department

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 Morgan Stanley Wealth Management 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 Advisor, Workplace, and Direct segments. The Path to Advice team oversees the strategy and execution of the client journey, supporting clients as they move from these segments to the advice channel.

About the Role

In this role, you will support the strategy of several initiatives the Path to Advice team is standing up, including the development of new product lines (e.g., corporate cash, lending) that will span Advisor, Workplace, and Direct client segments. You 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 an Assistant Vice President/Associate, you will contribute to strategic discussions with internal stakeholders, help drive alignment on key decisions with partners across the Firm, and assist in executing those decisions with efficiency and accuracy. This role requires someone who can balance strategic thinking and day-to-day execution—capable of helping stand up new initiatives and scale them effectively to contribute to Net New Assets.

Responsibilities

• Manage cross-functional initiatives from planning through execution, ensuring alignment on goals, timelines, and key deliverables.
• Play a key role in launching new initiatives focused on driving Net New Asset growth.
• Collaborate with teams across business units and geographic regions to advance strategic projects and operational improvements.
• Coordinate with Financial Advisors and Field Management as a Field-facing role.
• Provide data-driven insights and develop strategic recommendations alongside senior colleagues.
• Support and enhance the operations of the lead distribution process, working closely with senior leadership.
• Contribute to the narrative for the Firm’s Path to Advice strategy and assist in delivering key materials for external audiences.
• Develop concise and effective presentations that communicate strategic priorities and insights.
• Partner with teams across the end-to-end customer journey, including Analytics & Data, Marketing, Morgan Stanley at Work, Strategic Client Management, and Virtual Client Solutions.
• Collaborate with business and operational teams to improve opportunities delivered to Financial Advisors.
• Support and execute test & learn campaigns by analyzing performance data and identifying actionable optimization opportunities.
• Participate in senior-level discussions and contribute insights that inform both tactical and long-term business decisions.

Qualifications

• Bachelor’s degree required.
• 3-6 years of experience in top-tier management consulting, technology, or financial services firm.
• Experience in financial services preferred; Wealth Management expertise a plus.

Skills

• Strategic thinker with strong analytical and problem-solving skills; solid financial modeling skills a plus.
• Excellent interpersonal skills, including a collaborative work style and ability to influence stakeholders; experience working across teams and with senior leadership a plus.
• Project management skills, including the ability to manage multiple initiatives simultaneously and adjust to changing priorities and deadlines.
• Strong written and verbal communication skills.
• Detail and results-oriented individual.
• Strong team player with high energy, comfortable working in a fast-paced, dynamic environment.
• Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint).
• Coding and Data Analytics skills a plus (SQL, Python, VBA, Dataiku, Tableau).

What You Can Expect

At Morgan Stanley, we raise, manage, and allocate capital for our clients—helping them reach their goals. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our decisions daily. We offer an opportunity to work alongside the best and brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by diverse backgrounds and experiences.

We provide some of the most attractive and comprehensive employee benefits and perks in the industry, supporting employees and their families at every point along their work-life journey. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Pay

Expected base pay rates for the role will be between $70,000 and $135,000 per year at the commencement of employment. Base pay is determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.