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Morgan Stanley

MSWM Strategic Transformation Team Vice President

Purchase, NY

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.

The Strategic Transformation team within Morgan Stanley Wealth Management is focused on developing, coordinating and executing strategic initiatives related to the business integration of E-trade with Morgan Stanley. The group works closely with senior leadership to analyze information, develop recommendations, and design comprehensive plans to capture growth opportunities related to this integration.

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Position Summary and Responsibilities:

As a Vice President on the Strategic Transformation team, the candidate will be responsible for working on the business' most critical strategic questions, including topics such as growth, profitability, multi-year planning, technology investments, and competitive dynamics. This individual will join a team of high performers in identifying and sizing opportunities, assessing relevant industry trends, modeling key financial scenarios, and developing key recommendations to drive the future success and competitive advantage of the combined Morgan Stanley and E-Trade Platforms.

The role requires a self-starter with strong communication and problem solving skills, and the ability to work in a fast-paced and uncertain environment. The candidate must be a team-player with strong communication and interpersonal skills, and the ability effectively collaborate with colleagues across a diverse range of functional groups. The candidate will be expected to assume full ownership of their assignments, assist in driving meaningful solutions, and effectively communicate their recommendations with the project team. Additionally, the candidate must be comfortable conducting independent research, building financial models, analyzing financial information, and preparing reports and presentations designed to provide insights and recommendations to senior management.

QUALIFICATIONS

Key tasks the candidate will be expected to perform include:
  • Complex data analyses to drive insights, conclusions, and recommendations (including financial modeling)
  • Research and intelligence gathering on major and emerging competitors, including financial performance, growth drivers, positioning, products and new initiatives
  • Creating and delivering concise and effective presentations to communicate the business strategy across products, segments, and channels
  • Presenting and participating in discussions with senior and Field management
  • Partner with Field Management and Financial Advisors to educate and drive business forward
  • Lead working group meetings to ensure proper sharing of information and align partners on top priorities and next steps
  • Manage budget process by coordinating with business partners and functional/support group partners
  • Drive project workstreams from creation to strategy implementation

Requirements
  • Bachelor's degree with strong academic record.
  • 7+ years of relevant post-undergraduate experience (e.g., top-tier management consulting firm, investment bank, or Fortune 500 corporate strategy team)
  • Advanced knowledge of MS Office suite (Excel, Word, PowerPoint)
  • Strategic thinker with strong analytical and problem solving skills
  • Data analysis experience with robust financial modeling skills
  • Strong interpersonal, verbal, and written communication skills

Salary range for the position: $100k - $180k/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

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): Purchase, Harrison, NY 10577, USA
Job ID: Morgan-3232894
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

This job is no longer available.

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