About this opportunity
PowerToFly lists this WM Administration - Strategy, Vice President opportunity in town/village of harrison, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Position Summary and Responsibilities
The VP will work on the business’s most critical strategic questions across growth, profitability, multi-year planning, competitive dynamics, technology investments, acquisitions, divestitures, and partnerships. The role includes synthesizing industry and competitive insights, building financial models and scenario analyses, developing strategic frameworks to address business problems, supporting evaluation of acquisitions and partnerships, and delivering clear, actionable recommendations to help shape MSWM’s future strategy.
The VP will partner with teams across Advisory/Private Wealth Management, E*TRADE, Workplace & Institutional, Investment Solutions, Finance, Technology, and Marketing. The role requires strong problem-solving, quantitative, communication, presentation, and project management skills, with the ability to manage multiple priorities and deliver high-quality work under tight timelines.
Key tasks the candidate will be expected to perform include:
Analyze data and build financial models to drive insights and recommendations
Develop strategic and analytical frameworks to support critical projects
Gather competitive intelligence on existing and emerging competitors
Create executive-ready presentations communicating business strategy
Conduct market research to identify attractive new markets and key trends
Facilitate Wealth Management strategic initiatives, collaborating with cross‑functional teams within the Firm
Support evaluation of potential acquisitions and partnerships
Experience:
Bachelor’s degree with a strong academic record
5+ years of relevant experience in management consulting, investment banking, or an internal strategy/corporate development function
Direct work or project experience in Wealth Management, Banking or Financial Services industries
Skills/Abilities:
Strategic thinker with strong analytical and problem‑solving skills
Strong data analysis and financial modeling skills; solid foundation in corporate finance and accounting
Excellent attention to detail and strong written and verbal communication skills
Proven ability to manage multiple workstreams simultaneously
Self‑starter who takes initiative, learns quickly, and works independently
Collaborative teammate with strong interpersonal and professional judgement
Proficiency in Microsoft Office (Excel, Word, PowerPoint)
Proficiency in AI tools (effective prompt writing, GPT creation, etc.)
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.
Expected base pay rates for the role will be between $115,000 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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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.