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, Direct clients, Marketing and Analytics, and focuses on meeting clients throughout their advice journey. The Path to Advice team, part of the Client Solutions Group, drives new asset and client growth across Advisor, Workplace and Direct segments and oversees the strategy and execution of that client journey. This Vice President role supports the Executive Services business within Path to Advice, delivering tailored support for specialized Financial Advisor teams serving executives and corporate clients, and helping scale Executive Services through technology, process improvements and workflow optimization.

Key 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.

Qualifications

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

Skills Required

• Strategic thinker with strong analytical and problem‑solving abilities; solid financial modeling skills a plus.
• Excellent interpersonal skills, 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 adapt to changing priorities and deadlines.
• Strong written and verbal communication skills.
• Detail‑ and results‑oriented.
• Team player with high energy, comfortable in a fast‑paced, dynamic environment.
• Proficiency in Microsoft Office suite (Excel, Word, PowerPoint).
• Coding and data analytics skills a plus (SQL, Python, VBA, Dataiku, Tableau).
• AI‑related skills.

Compensation

Expected base pay rates for the role are between $115,000 and $190,000 per year at the commencement of employment. Base pay will be determined on an individualized basis and is part of a total compensation package that may also include commission earnings, incentive compensation, discretionary bonuses, other short‑ and long‑term incentive programs, and additional Morgan Stanley‑sponsored benefit programs.

Culture and Employee Experience

Morgan Stanley’s values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide daily decisions for the benefit of clients, communities and more than 80,000 employees worldwide. The firm offers a supportive, empowering environment where teams collaborate and think creatively, and it provides some of the most attractive and comprehensive employee benefits and perks in the industry. Employees have ample opportunity to move across the business for those who demonstrate passion and grit.