Vice President, Executive Services

Morgan Stanley

. Manage cross-functional Executive Services initiatives from planning through execution .

Posted 9/18/2026full-timeNew York City • New York • United StatesLead💰 $115,000 - $190,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing cross-functional initiatives within Executive Services, leveraging strong analytical, project management, and communication skills to enhance advisor and client experiences. Proficient in financial services, with a focus on process improvements and technology enhancements.

Highest-signal resume keywords

Project ManagementFinancial Services ExperienceWealth Management ExpertiseAnalytical SkillsMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingData AnalyticsSQLPythonVBADataikuTableauProcess EnhancementWorkflow EvaluationTraining Program Development

Soft Skills

Interpersonal SkillsProblem-SolvingInfluencing StakeholdersDetail-OrientedTeam Player

Industry Keywords

Executive Services10b5-1Rule 144Wealth ManagementManagement ConsultingFinancial Services

Tech Stack

Tools & technologies

PythonSQLTableauVBA

About the role

Key responsibilities & impact

Manage cross-functional Executive Services initiatives from planning through execution
Drive collaboration across internal business partners to advance Executive Services opportunities
Manage and support a network of specialized Financial Advisors
Coordinate across advisor teams, Field Management, and internal partners
Interact with Financial Advisors to understand client needs, resolve issues, gather feedback, and improve advisor and client experiences
Provide operational and strategic support, coordinate resources, develop materials, monitor open items, and resolve escalations
Plan and execute training programs, including curricula, materials, presenters, logistics, sessions, and effectiveness measurement
Support technology enhancement rollouts through requirements coordination, testing, communications, training materials, and feedback collection
Identify and implement process enhancements across the Executive Services workstream
Evaluate and improve end-to-end workflows with business, operations, technology, data, and compliance stakeholders
Develop presentations, communications, and reporting on priorities, progress, feedback, and business insights
Use data and performance indicators to assess adoption, outcomes, and optimization opportunities
Participate in senior-level discussions and inform tactical execution and long-term Executive Services direction

Requirements

What you’ll need

Bachelor’s degree required
5–10 years in 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
Strong analytical and problem-solving skills
Solid financial modeling skills a plus
Excellent interpersonal skills and ability to influence stakeholders
Experience working across teams and with senior leadership a plus
Project management skills, including managing multiple initiatives simultaneously and adjusting to changing priorities and deadlines
Strong written and verbal communication skills
Detail- and results-oriented
Strong team player, high energy, and comfort working 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

Benefits

Comp & perks

Comprehensive employee benefits and perks
Benefits and support for employees and their families throughout their work-life journey
Opportunities for internal mobility across the business
Incentive compensation
Discretionary bonuses
Other short- and long-term incentive packages
Morgan Stanley-sponsored benefit programs