Path to Advice - Associate/AVP (Strategy)

Firm Overview Morgan Stanley is a leading global financial services firm providing investment banking, securities, investment management, and wealth management services. The firm serves clients worldwide from more than 1,200 offices in 43 countries. Department Profile Wealth Management Client Segments is a division within Morgan Stanley Wealth Management that includes the Field organization, Workplace, Institutional, and Direct clients, as well as Marketing and Analytics. The goal is to support clients on their advice journey, supporting growth and deepening relationships over time. The Path to Advice team sits within the Client Solutions Group, focused on driving new asset and client growth across Advisor, Workplace, and Direct segments. The team oversees the strategy and execution of the client journey, supporting clients as they move to the advice channel. Role Profile Support the strategy of several initiatives the Path to Advice team is establishing, including new product lines such as corporate cash and lending across Advisor, Workplace, and Direct segments. Join a high‑performing team that executes on the firm’s strategy to deepen client relationships across multiple channels and contributes directly to firm flows, providing financial advisors with lead opportunities that generate net new asset growth. Act as an Assistant Vice President/Associate, contributing to strategic discussions with internal stakeholders, driving alignment on key decisions with partners across the firm, and executing those decisions with efficiency and accuracy. Balance strategic thinking with day‑to‑day execution, helping to launch new initiatives and scale them effectively to contribute to net new assets. Key Responsibilities Manage cross‑functional initiatives from planning through execution, ensuring alignment on goals, timelines, and deliverables. Play a key role in launching new initiatives focused on driving net new asset growth this year. Collaborate with teams across business units and geographic regions to advance strategic projects and operational improvements. Coordinate with financial advisors and field management in a field‑facing capacity. Provide data‑driven insights and help develop strategic recommendations alongside senior colleagues. Support and enhance the operations of the lead distribution process, contribute to the narrative for the firm’s Path to Advice strategy, and assist in delivering key materials for external audiences. Develop concise and effective presentations that communicate strategic priorities and insights. Partner with teams across the end‑to‑end customer journey, including Analytics & Data, Marketing, Morgan Stanley at Work, Strategic Client Management, and Virtual Client Solutions. Collaborate with business and operational teams to improve opportunities delivered to financial advisors. Work across multiple lines of business and operation departments to improve opportunities sent to financial advisors. Support and help execute test & learn campaigns by analyzing performance data and identifying actionable optimization opportunities. Participate in senior‑level discussions and contribute to the delivery of insights that inform both tactical and long‑term business decisions. Experience Bachelor’s degree required. 3‑6 years in top‑tier management consulting, technology, or financial services. Experience in financial services preferred, wealth management expertise a plus. Skills Required Strategic thinker with strong analytical and problem‑solving skills; solid financial modeling skills a plus. Excellent interpersonal skills, including a collaborative work style and the ability to influence stakeholders; experience working with senior leadership a plus. Project management skills and the ability to manage multiple initiatives simultaneously and adjust to changing priorities. Strong written and verbal communication skills. Detail and results‑oriented. Strong team player with high energy and comfortable working in a fast‑paced, dynamic environment. Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint). Coding and data analytics skills a plus (SQL, Python, VBA, Dataiku, Tableau). Benefits The firm offers a comprehensive benefits package, competitive pay, and ample career development opportunities within a dynamic and inclusive environment. Compensation Expected base pay rates for the role will be between $70,000 and $135,000 per year at the commencement of employment. Base pay will be determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, short‑ and long‑term incentive packages, and other Morgan Stanley‑sponsored benefit programs. Equal Opportunity Morgan Stanley’s policy is to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). #J-18808-Ljbffr 6AM City, LLC