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Morgan-Stanley

VP, Executive Services Strategy & Advisor Network

town of islip, NY

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Job description

Morgan Stanley in New York seeks a Vice President to lead cross-functional Executive Services initiatives within Path to Advice, partnering with Financial Advisors, Field Management and internal partners to deepen client relationships and drive Net New Asset growth.

You will design processes, create concise presentations, and use data to assess adoption and outcomes while scaling technology enhancements and end-to-end workflows.

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