Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Vice President, Wealth Management Finance

$120k - $190k
Full-time

Morgan Stanley

We're seeking someone to join our Wealth Management Finance team as a COO in WM Admin to serve as the central lead for Personnel coverage, team operations, and strategic implementation for the department, aligned with the goals and directive of Finance. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is a Vice President level position within the Business Management Job Family which performs business management/CAO functions including headcount management, financials, people processes, executive communications, strategic support, divisional governance, regulatory support, etc. This includes regional, location and department management and oversight. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: > Collaborate with a varied group of colleagues in Finance and across the Firm > Lead end-to-end processes and/or programs that require complex decision making, advanced understanding of client and stakeholder needs and subject matter expertise > Understand and adhere to the Firm's risk and regulatory standards, policies and controls; own risk and contingency plans for business area > Act as a role model and culture carrier; embody and set an example of the Firm's values and hold yourself and team accountable to Firm standards > Manage organization headcount, including recruitment, talent management, mobilities, international relocations, functional deployments with staffing impact and other administrative tasks related to team members > Oversee departmental financials and manage against budgets and forecasting estimates, exercising expense control and transparency > Provide strategic support to the senior leadership and departmental staff where appropriate for organizational change, regulatory support, business targets and Finance-driven directives > Lead all departmental communications and event coordination, such as announcements, open forums, training and team-building social events > Partner with the business unit and other internal organizations to achieve collective goals, milestones, initiatives and targets > Manage, attract, develop and retain talent for team within Finance while creating an inclusive environment; translate Firmwide goals into actionable goals for department/function What you'll bring to the role: > Advanced understanding of Finance functional area, industry, and competitive environment and technical skills, including risks and key regulations relevant to the division > Strong technical skills > Ability to inspire and support others by providing positive and constructive feedback and to acknowledge efforts of and promote team members > Ability to manage risk and impact to functional area, and create plans to mitigate those risks > In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment > B.A./B.S. in relevant field > 10+ years of relevant experience > A high aptitude for numbers and a quick grasp of new applications and technology > Must be willing to learn, grow and remain agile > A desire to work in a team-based environment and contribute as a team player > Extremely proficient with both MS Office 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. To learn more about our offices across the globe, please copy and paste into your browser. Expected base pay rates for the role will be between $120,000 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. For more information, please visit: At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Vice President, Wealth Management Finance in New York, NY vacancy
  •  ..., you will join a growing and innovative Equity Portfolio Management team within Wealth Management’s Chief Investment Officer Team (Private Bank CIO...  .... Bachelor’s or Master’s degree in a quantitative field (Finance, Mathematics, Engineering, Computer Science, etc.). CFA... 
    Suggested
    Bank staff

    TwinThread LLC

    New York, NY
    4 days ago
  • Asset & Wealth Management, Client Solutions Group - Finance, Vice President New York, New York, United States and 1 more Job Description Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe... 
    Suggested
    Full time
    Work at office

    Goldman Sachs Group, Inc.

    New York, NY
    17 hours ago
  •  ...JOB DESCRIPTION The My JPM Wealth Plan team develops industry-...  ...that enable wealth management clients to understand how their...  ...advisor productivity. As a Vice President Product Owner on the Wealth...  ...quantitative discipline - accounting, finance, economics, engineering,... 
    Suggested
    Flexible hours

    J.P. Morgan

    Jersey City, NJ
    11 days ago
  •  ...DESCRIPTION Position Overview: The candidate will join the Wealth Management Products & Solutions team, concentrating on supporting the...  ...'s degree or higher, preferably in Business Administration, Finance, Economics ~7+ years of experience in financial services or... 
    Suggested
    Shift work

    J.P. Morgan

    New York, NY
    11 days ago
  •  ...mesh strategy. As the Product Manager within the Chief Data &...  ...experience commensurate with a Vice President level role of 7+ years, in data and analytics, wealth /private banking, related domains...  ...intentional approach to their wealth or finances to better define, focus and... 
    Suggested
    Work at office

    J.P. Morgan

    Jersey City, NJ
    2 days ago
  •  ...Solutions Team Vice President J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals...  ...a more intentional approach to their wealth or finances to better define, focus and realize their goals.... 
    Remote work

    Chase

    New York, NY
    3 days ago
  • Wealth Management, Options Trader, Vice President New York, NY, United States Job Information Job Identification 210565044 Job Category Product Development...  ...take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J... 
    Full time

    JPMorgan Chase & Co.

    New York, NY
    17 hours ago
  •  ...reputation across all businesses and brands. The Wealth Communications team focuses on...  ...CIO and Investment Solutions platforms. Manage issues and crisis communications that may...  ...Qualifications Bachelor's degree in Communications, Finance, Journalism, Public Relations, or a... 
    Work at office

    Citi

    New York, NY
    2 days ago
  •  ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About...  ...degree is required, with a preference for finance, economics, or business-related disciplines... 

    Confidential

    New York, NY
    2 days ago
  • $211.28k - $316.92k

     ...assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC will manage the implementation of Citi Global Wealth investment products to identify unusual concentrations of individual... 
    Full time
    Temporary work
    Local area

    Citi

    New York, NY
    8 hours ago
  •  ...Vice President of Wealth Strategies About the Company A multi-family office with $32 billion in assets under management. Industry Financial Services Type Privately Held About...  ...client advisors on tax concepts. Functions ~ Finance Confidential
    Work at office

    Confidential

    New York, NY
    4 days ago
  •  ...Vice President, Tax, Wealth Management About the Company Delivers tailored wealth management strategies and tax planning for ultra-high-net-worth...  ...supporting the firm's efforts in enhancing planning quality and consistency. Functions ~ Finance Confidential

    Confidential

    New York, NY
    4 days ago
  • $100k - $160k

     ...Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans...  ...and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture... 
    Full time
    Temporary work
    Part time

    The Goldman Sachs Group, Inc.

    New York, NY
    4 days ago
  •  ...Estate Americas is part of J.P. Morgan Private Markets in Asset Management. With over $67 billion in AUM, the Real Estate Americas team is...  ...gaining share for our real‑estate products through the Private Wealth channel. In this role you will be a leading member of the real‑... 

    Aumni

    New York, NY
    2 days ago
  • $124k - $210k

    The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised...  ...located across 3,500 branches and 20 offices. As an Vice President, Investment Product Specialist in J.P. Morgan Wealth Management... 
    Work at office
    Remote work
    Flexible hours
    Night shift

    JPMorgan Chase Bank, N.A.

    New York, NY
    1 day ago
  • Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $3 trillion in assets... 
    Full time
    Temporary work
    Work at office

    Goldman Sachs Bank AG

    New York, NY
    4 days ago
  •  ...professionals for this role. JOB DESCRIPTION J.P. Morgan Wealth Management sits within the Consumer & Community Banking division and is...  ..., including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment... 
    Remote work

    J.P. Morgan

    New York, NY
    4 days ago
  • $125k - $290k

    Overview Goldman Sachs Asset Management (GSAM) is one of the world’s leading investment managers...  ...group that sits within Asset & Wealth Management (AWM) at Goldman Sachs. It designs...  ...advisors. YOUR IMPACT We are seeking a Vice President to serve as a Lead Portfolio Manager (... 
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    17 hours ago
  •  ...professionals for this role. JOB DESCRIPTION At J.P. Morgan Wealth Management, we empower clients throughout their wealth journey,...  ..., including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing... 

    J.P. Morgan

    New York, NY
    11 days ago
  •  ...seeking a future team member for the role of Senior Vice President, POM Product Manager (Product Owner) to join our Wealth Services Platform team. We especially welcome...  ...talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join... 
    Worldwide

    BNY

    Jersey City, NJ
    11 days ago
  •  ...exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join...  ...'re seeking a future team member for the role of Vice President, POM Product Management to join our Wealth Services Platform team. This role is located in... 
    Worldwide

    BNY

    Jersey City, NJ
    11 days ago
  •  ...DESCRIPTION Our Chief Data & Analytics Office within Asset & Wealth Management is reimagining how data is provisioned, governed, and...  ...and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.â... 
    Work at office

    J.P. Morgan

    Jersey City, NJ
    10 days ago
  • $126k - $228k

     ...exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us...  ...a future team member for the role of Senior Vice President, POM Product Manager to join our Wealth Services Platform team. We especially welcome Product... 
    Temporary work
    Work experience placement
    Worldwide
    Flexible hours

    BNY

    New York, NY
    11 days ago
  • J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division... 

    TwinThread

    New York, NY
    17 hours ago
  •  ...Senior Vice President to the Chief of Staff Global Markets Team About the Company...  ...10,001+ Categories Finance Financial Services Trading...  ...Services Personal Finance Wealth World Domination Asset Management Specialties financial services... 

    Confidential

    New York, NY
    17 hours ago
  • $50 - $60 per hour

    A growing tech company is seeking a Managing Director for Wealth Management to enhance AI learning in finance. This position offers the flexibility of remote work and the choice to engage full-time or part-time. Candidates should have a strong financial background with... 
    Remote job
    Hourly pay
    Full time
    Part time
    Flexible hours

    DataAnnotation

    New York, NY
    1 day ago
  • $110k - $170k

     ...including many of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client...  ...as strategic opportunities and initiatives. The Finance department supports the Tradeweb Executive Management... 
    Full time
    Work at office
    Immediate start
    Flexible hours

    Tradeweb

    New York, NY
    4 days ago
  •  ...Job Title National Field Finance Vice President Job Description As part of the JPMorgan Wealth Management National Field Finance Analytics team, you will partner across JPMorgan Wealth Management and the broader Consumer & Community Banking organization to analyze... 
    Home office

    Chase

    New York, NY
    17 hours ago
  • Asset & Wealth Management - Software Engineer - Vice President - New York New York, NY, United States Job Description Who We Are At Goldman Sachs, we connect...  ...networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about... 
    Full time
    Work at office

    Goldman Sachs Group, Inc.

    New York, NY
    3 days ago
  •  ...Professional Loan Program Team Member J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its...  ...lines of credit to new partners at professional service firms to finance their partnership equity purchases. This role will work... 
    Work at office

    Chase

    New York, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Vice President, Wealth Management Finance. Be the first to apply!