IWM Strategy, AVP

Firm Overview

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, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile

International Wealth Management (IWM) is a division within Morgan Stanley Private Wealth Management (PWM) that focuses on overseeing the business and key strategic efforts focused on servicing International clients, (i.e., clients residing outside the US, and booking assets at Morgan Stanley Smith Barney). IWM has been one of the largest growth business within WM over the last few years and a strategic focus of the firm.

The IWM Strategy team is responsible for crafting, developing and implementing initiatives to scale the IWM business to successfully service our existing clients, expand our current model, and ensure that the needs of our financial advisors are met

Role Profile

• This role supports the strategy of several key initiatives, including the development of the Financial Intermediaries segment (e.g., multi-family offices), international expansion efforts across Europe, the Middle East, APAC and LATAM, cross-divisional development work, field support, and client related events/queries
• This individual will join a team of high-performers with a proven record of executing on the Firm's strategy to grow IWM assets. Team members drive key initiatives and support business management areas, including client events oversight, and annual budget process
• As an Assistant Vice President on the team, you will contribute to the strategic discussions with internal stakeholders, help drive alignment on key decisions with partners across the Firm, and assist in executing those decisions with efficiency and accuracy
• This role requires someone who is capable of balancing strategic thinking and day-to-day execution, and helping stand up and scale new initiatives to effectively to contribute to Net New Assets

Key Responsibilities

In this role, the IWM Strategy Assistant Vice President will:

• Manage cross-functional initiatives from planning through execution, ensuring alignment on goals, timelines, and key deliverables.
• Help to launch several new initiatives focused on driving Net New Asset growth this year in the International space
• Collaborate with teams across business units and international regions to advance strategic projects and operational improvements
• Provide data-driven insights to help develop strategic recommendations alongside senior colleagues
• Support and enhance the operations of our lead distribution process
• Develop concise and effective presentations that communicate strategic priorities and insights
• Collaborate with various business and operational teams to improve opportunities delivered to Financial Advisors
• Work across multiple lines of business, risk, compliance and operation departments to improve opportunities sent to Financial Advisors
• 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
• 4-7 years in wealth management, top-tier management consulting, or financial services firm
• Experience in financial services preferred, Wealth Management expertise a plus
• International background a plus

Skills Required

• Strategic thinker with strong analytical and problem-solving skills
• Excellent interpersonal skills, including collaborative work style and ability to influence stakeholders; experience working across teams and with senior leadership a plus
• Project management skills, including ability to manage multiple initiatives simultaneously and adjust to changing priorities and deadlines
• Strong written and verbal communication skills
• Detail and results-oriented individual
• Strong team player, and high energy, and comfortable working in a fast-paced, dynamic environment
• Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint)

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $85,000 and $140,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, 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).

Client-provided location(s): New York, NY

Job ID: Morgan-PT-JR022739

Employment Type: FULL_TIME

Posted: 2025-10-18T18:34:59