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 / Financial Services
Required skills
Strategic planning, data-driven insights, cross-functional partnership, client engagement, relationship management, analytics, change execution
Preferred skills
None stated
Technologies
None stated
Responsibilities
Define long-term vision for client strategy and experience; Develop operational plans and frameworks for client engagement and retention; Analyze client feedback and behavioral trends to identify improvement opportunities; Partner with sales, marketing, product, and operations teams to align priorities; Establish and monitor KPIs related to client satisfaction and growth
Seniority
Senior, hands-on IC