Path To Advice Executive Services, Vice President

About the role

Morgan Stanley is a leading global financial services firm providing investment banking, securities, investment management, and wealth management services to corporations, governments, and individuals from more than 1,200 offices in 43 countries. The Wealth Management Client Segments division includes the Field organization, Workplace, Institutional, and Direct clients, as well as Marketing and Analytics, with the goal of meeting clients on their advice journey and deepening relationships over time. The Path to Advice team sits within the Client Solutions Group, focused on driving new asset and client growth across Advisor, Workplace, and Direct segments, and oversees the strategy and execution of the client journey from those segments to the advice channel.

This Vice President role supports the Executive Services business within Path to Advice, which delivers tailored support and a differentiated service experience for specialized Financial Advisor teams serving executives and corporate client relationships. You will join a high-performing team executing the firm’s strategy to deepen client relationships across multiple channels, helping manage and strengthen a network of specialized Financial Advisors by providing coordination, tools, and support to serve clients effectively and drive Net New Asset growth. The role balances strategic thinking with day-to-day execution, scaling Executive Services through technology enhancements, process improvements, and end-to-end workflow optimization.

Responsibilities

• Manage cross-functional Executive Services initiatives from planning through execution, ensuring alignment on goals, timelines, key deliverables, and measures of success.
• Drive collaboration across internal business partners to identify, prioritize, and advance specific Executive Services opportunities from concept through execution, aligning stakeholders, decisions, and next steps.
• Help manage and support a network of specialized Financial Advisors, serving as a central point of coordination across advisor teams, Field Management, and internal partners.
• Interact regularly with Financial Advisors to understand their client needs, resolve issues, gather feedback, and identify opportunities to improve the advisor and client experience.
• Provide ongoing operational and strategic support to specialized Financial Advisor teams, including coordinating resources, developing materials, monitoring open items, and facilitating timely resolution of escalations.
• Partner closely with internal training teams to plan and execute training programs for the specialized Financial Advisor network, including developing curricula and materials, coordinating presenters and logistics, facilitating sessions, and measuring participant engagement and effectiveness.
• Support the rollout and adoption of technology enhancements by coordinating requirements, testing solutions, preparing communications and training materials, and collecting feedback from Financial Advisors.
• Identify and implement process enhancements that improve consistency, efficiency, controls, and service delivery across the Executive Services workstream.
• Evaluate and improve end-to-end workflows, documenting current-state processes, defining future-state approaches, and partnering with business, operations, technology, data, and compliance stakeholders to drive implementation.
• Develop concise and effective presentations, communications, and reporting that convey strategic priorities, implementation progress, advisor feedback, and business insights.
• Use data and performance indicators to assess adoption and outcomes, identify actionable optimization opportunities, and support test-and-learn efforts.
• Participate in senior-level discussions and contribute insights that inform both tactical execution and the long-term direction of Executive Services.

Requirements

• Bachelor’s degree required
• 5–10 years of experience in a top-tier management consulting, technology, or financial services firm
• Experience in financial services preferred; Wealth Management, Executive Services, 10b5-1, and/or Rule 144 expertise a plus

Skills

• Strategic thinker with strong analytical and problem-solving skills; solid financial modeling skills a plus
• Excellent interpersonal skills, including collaborative work style and ability to influence stakeholders; experience working across teams and with senior leadership a plus
• Project management skills, including ability to manage multiple initiatives simultaneously and adjust to changing priorities and deadlines
• Strong written and verbal communication skills
• Detail- and results-oriented
• Strong team player, 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)
• AI-related skills a plus

Benefits

Morgan Stanley offers a comprehensive employee benefits and perks package, supporting employees and their families at every point along their work-life journey. The firm’s values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — guide daily decisions. Employees work alongside diverse, collaborative teams in an environment that empowers growth and mobility across the business. For more information on global offices, visit https://www.morganstanley.com/about-us/global-offices.

Pay

Expected base pay rates for the role will be between $115,000 and $190,000 per year at the commencement of employment. Base pay if hired will be 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.