PWM Business Management, Client Segments, Vice President, Wealth Management

About Us:

Mo r g an S t an l ey We a lt h M a na g e m ent p r o v i des a r an g e of w e a lt h m ana g e m ent p r o duc t s and s er v i c es f or a f fl u ent i nd i v i d u a l s, bu s i n e s s e s a nd i n s t i t u t i on s . T he s e s e r v i c e s i n c l ude b r o k e r a g e and i n ve s t m ent ad v i s o r y , fi n an c i al a n d w ea l t h p l an n i n g , c r e d i t and l en d i n g , cash m ana g e m en t , annu i t i es a nd i nsu r an c e, r e t ir e m ent a nd t r u s t.

Position Summary:

Private Wealth Management (PWM) is the boutique business within Morgan Stanley Wealth Management that is exclusively focused on the ultra-high net worth (UHNW) client segment. The PWM team in Mumbai works closely with PWM COO Team, UHNW Advisor Solutions & Innovation Team, MS Wealth Canada, and the UHNW Risk and Service teams. The Team Lead plays a critical role in the development, analysis, and execution of a broad range of strategic and tactical business initiatives, including: overall PWM business strategy; client service and operations strategy, enhancement of PWM processes and capabilities, UHNW product development; platform integration, and the implementation of firm-wide initiatives.

The PWM Team Lead Vice President will serve a key liaison between offshore and onsite teams and work closely with business partners to ensure delivery excellence.

Responsibilities include:

• Drive the strategy, development and project mgmt. for critical UHNW strategic initiatives (e.g., new service offerings, asset growth opportunities, process enhancements)
• Daily oversight of the Specialty Segments teams based in India, including: PWM Analysts, Risk, Service, MS Wealth Canada
• Identify, evaluate, and execute operational improvement opportunities across strategic initiatives
• Assist in breaking down complex initiatives into discrete work streams aligned to strategic goals
• Liaise and collaborate with key partners across other groups within wealth management (Product, Legal, Risk, Compliance, Technology, etc) to ensure seamless execution of initiatives
• Be results oriented and quickly turn around high quality work in a fast paced environment.

Qualifications:

• 5+ years of overall professional experience required, preferably in consulting, financial services, wealth management and/or business strategy & management
• Strong track record of academic and professional excellence and achievement
• Self-starter who will take initiative, learn quickly and work independently
• High level of attention to detail, with excellent written and verbal communication skills
• Proficiency in Microsoft Word, Excel, and superior PowerPoint skills
• High degree of professionalism, positive attitude, and good judgment
• Ability to multi-task and operate in a fast-moving environment
• Ability to provide impactful business solutions and apply critical thinking to all tasks
• Desire to understand the PWM business and the different needs of the UHNW client and advisor

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.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Client-provided location(s): Mumbai, India

Job ID: Morgan-PT-JR022297

Employment Type: FULL_TIME

Posted: 2025-10-27T18:33:49