IWM 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 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 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, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile

International Wealth Management (IWM) is a division within Morgan Stanley Private Wealth Management (PWM) that focuses on overseeing the business and key strategic efforts focused on servicing International clients (i.e., clients residing outside the US, and booking assets at Morgan Stanley Smith Barney). IWM has been one of the largest growth business within WM over the last few years and a strategic focus of the firm. 

The IWM Strategy team is responsible for crafting, developing and implementing initiatives to scale the IWM business to successfully service our existing clients, expand our current model, and ensure that the needs of our financial advisors are met

• Support the strategy and execution of several key initiatives across International Wealth Management, including the development of a global wealth management strategy, international expansion efforts across Europe, the Middle East, Canada, Latin America, and Asia Pacific, cross-divisional business development, field support, and client-related events and inquiries.
• Join a high-performing team focused on executing the Firm’s strategic priorities and supporting growth across International Wealth Management
• Help drive key initiatives and business management activities, including client events, strategic planning, stakeholder coordination, and the annual budget process.
• Contribute to strategic discussions, support alignment across internal partners, and help execute key decisions efficiently and accurately
• Balance strategic thinking with day-to-day execution while supporting new initiatives that contribute to Net New Asset growth.
• Display strong judgment, attention to detail, and the ability to operate effectively across multiple priorities and stakeholder groups

Key Responsibilities

In this role, the IWM Strategy Vice President will:

• Lead cross-functional initiatives from planning through execution, ensuring alignment on objectives, timelines, and deliverables
• Support the launch and scaling of initiatives that drive IWM Net New Asset growth
• Partner with business units, international regions, and control functions to advance strategic projects and improve execution.
• Develop data-driven insights and recommendations for senior stakeholders
• Enhance the lead distribution process to improve opportunity quality, advisor engagement, and business impact.
• Prepare senior-level presentations that communicate strategic priorities, insights, and progress
• Contribute to discussions that inform tactical execution and long-term business strategy

Experience

• Bachelor’s degree required; advanced degree preferred
• 8+ years of relevant experience in wealth management, financial services, strategy, business management, or top-tier management consulting.
• Experience within financial services is preferred; direct Wealth Management expertise a plus.
• Prior International markets or cross-border business experience highly valued

Skills Required

• Strategic thinker with strong analytical and problem-solving skills
• 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 individual
• Strong team player, and high energy, and comfortable working in a fast-paced, dynamic environment
• Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint)
  
  

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 that’s differentiated – and we’ve 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 - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s 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 110,000 and 190,000 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 include commission 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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