Vice President, WM Administration – Strategy

Morgan Stanley

. Analyze data and build financial models to drive insights and recommendations .

Posted 10/7/2026full-timePurchase • New York • United StatesLead💰 $115,000 - $190,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling, data analysis, and strategic recommendations to drive insights within Wealth Management. Proven ability to synthesize competitive intelligence and facilitate cross-functional initiatives while managing multiple workstreams effectively.

Highest-signal resume keywords

Financial ModelingData AnalysisWealth Management ExperienceStrategic RecommendationsMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingData AnalysisCorporate FinanceAccountingMarket ResearchCompetitive IntelligenceStrategic Framework DevelopmentProblem-SolvingAttention to DetailProject Management

Soft Skills

Strong Communication SkillsInterpersonal SkillsProfessional JudgmentInitiativeAbility to Work Independently

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft PowerPointAI Tools

Industry Keywords

Wealth ManagementInvestment BankingFinancial ServicesManagement ConsultingCorporate Development

About the role

Key responsibilities & impact

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 with cross-functional teams
Support evaluation of potential acquisitions and partnerships
Address strategic questions across growth, profitability, multi-year planning, competitive dynamics, technology investments, acquisitions, divestitures, and partnerships
Synthesize industry and competitive insights
Develop strategic recommendations to shape Morgan Stanley Wealth Management’s future strategy
Partner with Advisory/Private Wealth Management, E*TRADE, Workplace & Institutional, Investment Solutions, Finance, Technology, and Marketing teams

Requirements

What you’ll need

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
Strong analytical and problem-solving skills
Strong data analysis and financial modeling skills
Solid foundation in corporate finance and accounting
Excellent attention to detail
Strong written and verbal communication skills
Proven ability to manage multiple workstreams simultaneously
Ability to take initiative, learn quickly, and work independently
Strong interpersonal and professional judgment
Proficiency in Microsoft Office (Excel, Word, PowerPoint)
Proficiency in AI tools (effective prompt writing, GPT creation, etc.)

Benefits

Comp & perks

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