Client Strategy & Experience - Vice President
Core
Shape, advance, and operationalize the organization's client experience strategy to engage, serve, retain, and grow Family Office client relationships across the full lifecycle.
Role type
Vice President, Client Strategy & Experience
Builds
Differentiated, consistent, and client-centered experience strategies and operating practices for Morgan Stanley Family Office clients
Domain
Private Wealth Management / Family Office Services
Required skills
Strategic planning, data-driven insights, cross-functional partnership, client engagement, relationship management, analytics, change execution, stakeholder influence
Preferred skills
None stated
Technologies
None stated
Responsibilities
Define and evolve the long-term vision for client strategy and experience; Develop operational plans, frameworks, and initiatives for client engagement and retention; Translate business priorities into clear experience goals and execution roadmaps; Establish and monitor KPIs related to client satisfaction and service quality; Partner with sales, marketing, product, and operations teams to align priorities around client satisfaction
Seniority
Senior, hands-on IC