# Client Strategy & Experience - Vice President at Morgan Stanley

Morgan Stanley is hiring a Client Strategy & Experience - Vice President in New York, United States. It pays $110k-$190k a year and Level rates it Little AI ●○○○; you can [apply on Morgan Stanley](https://jobsbylevel.com/go/378054a7-0f9c-4e20-853b-db2161cab132?utm_medium=ai-agent).

AI Level 1, AI centrality 37 out of 100. New York, New York, United States of America.

## Details

- Company: [Morgan Stanley](https://jobsbylevel.com/companies/morgan-stanley)
- AI level: AI Level 1 (score 37 out of 100)
- Location: New York, New York, United States of America
- Salary: $110k-$190k
- Posted: November 5, 2026
- Apply: https://jobsbylevel.com/go/378054a7-0f9c-4e20-853b-db2161cab132?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=client-strategy-experience-vice-president-at-morgan-stanley-75d4dc

## Description

The Morgan Stanley Family Office (MSFO) within Private Wealth Management is responsible for delivering solutions to Family Office clients across administration, investment management, and specialized service needs. MSFO is a critical partner to the Firm’s top advisors and clients, and works heavily with the Global Investment Office (GIO) and Institutional Securities Group (ISG). Role and Responsibilities: Within Morgan Stanley Family Office, the Vice President of Client Strategy & Experience will be responsible for shaping, advancing, and operationalizing the organization’s client experience strategy. This role will help define how the organization engages, serves, retains, and grows client relationships across the full client lifecycle. The VP will combine strategic planning, data-driven insights, and cross-functional partnership to deliver a differentiated, consistent, and client-centered experience. This individual will serve as a key partner to leadership and internal teams, ensuring that client needs, feedback, and expectations are translated into actionable strategies, measurable improvements, and scalable operating practices. The ideal candidate will bring a strong understanding of client engagement, relationship management, analytics, and change execution, with the ability to influence across teams and levels. Key responsibilities include: Client Strategy Development Help define and evolve the long-term vision for client strategy and experience across the organization. Develop operational plans, frameworks, and initiatives that support client engagement, satisfaction, retention, and growth. Translate business priorities and client expectations into clear experience goals, success measures, and execution roadmaps. Identify opportunities to enhance the organization’s client interaction model and relationship management approach. Partner with senior stakeholders to ensure client experience priorities are aligned with broader business strategy. Data Analysis and Insights Establish and monitor key performance indicators related to client satisfaction, engagement, retention, service quality, and relationship growth. Analyze client feedback, behavioral trends, service data, and satisfaction metrics to identify opportunities for improvement. Develop insights and reporting that help leadership understand the health of the client experience. Use data to prioritize initiatives, measure impact, and inform strategic decision-making. Identify emerging patterns, risks, and opportunities across client segments, touchpoints, and channels. Cross-Functional Collaboration Partner closely with sales, marketing, product, operations, client service, and other internal teams to align priorities around client satisfaction and relationship growth. Serve as a connector across functions to ensure client experience initiatives are coordinated and effectively executed. Influence stakeholders without direct authority by building consensus around client-centered goals. Support change management efforts related to new client experience processes, tools, and engagement models. Promote consistent standards, messaging, and service practices across client-facing and support teams. Qualifications: This role requires exceptional organizational and interpersonal skills, as well as relationship building skills. The candidate should demonstrate an ability to multitask and prioritize requests. The role is fast-paced and demanding, and requires collaboration with senior leadership in various groups across the Firm. 5+ years’ experience in financial services, wealth management and/or marketing/business strategy & management and/or other related fields Bachelor’s degree in business or related field is required Exceptional project and interpersonal skills Outstanding team working, relationship building, and cross-collaboration skills Excellent organization and prioritization skills High level of attention to detail, with excellent written and verbal communication

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/client-strategy-experience-vice-president-at-morgan-stanley-75d4dc

Source: https://jobsbylevel.com/jobs/client-strategy-experience-vice-president-at-morgan-stanley-75d4dc

## Cite this page

Level. https://jobsbylevel.com/jobs/client-strategy-experience-vice-president-at-morgan-stanley-75d4dc.

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