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Vice President Wealthtech Jobs (NOW HIRING)

Enterprise Account Executive

Chicago, IL · On-site +1

$200K - $260K/yr

Maintain accurate pipeline forecasts and report regularly to the VP of Enterprise Sales. Drive the ... WealthTech or financial services strongly preferred * Proven track record as a self-starter who ...

Maintain accurate pipeline forecasts and report regularly to the VP of Enterprise Sales. Drive the ... WealthTech or financial services strongly preferred * Proven track record as a self-starter who ...

Excellent written and verbal communication; comfortable presenting to VP and C-suite audiences ... of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the ...

Excellent written and verbal communication; comfortable presenting to VP and C-suite audiences ... of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the ...

Vice President Wealthtech information

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$43.5K

$157.5K

$277.5K

How much do vice president wealthtech jobs pay per year?

As of Jul 18, 2026, the average yearly pay for vice president wealthtech in the United States is $157,532.00, according to ZipRecruiter salary data. Most workers in this role earn between $115,000.00 and $190,000.00 per year, depending on experience, location, and employer.

What is the difference between Vice President Wealthtech vs Wealth Management Advisor?

AspectVice President WealthtechWealth Management Advisor
CredentialsRelevant finance, technology certifications, advanced degreesFinancial planning, CFP or similar certifications
Work EnvironmentCorporate, technology-driven, strategic rolesClient-facing, personalized financial advice
Employer & IndustryFinancial technology firms, banks, investment firmsWealth management firms, banks, independent advisory firms

The Vice President Wealthtech typically focuses on strategic development, product innovation, and technology integration within financial firms, often working behind the scenes. In contrast, a Wealth Management Advisor directly interacts with clients to provide personalized financial planning and investment advice. While both roles require financial knowledge, the VP Wealthtech emphasizes technology and strategy, whereas the Advisor centers on client relationships and financial guidance.

What jobs make $1,000,000 a year?

In the wealthtech industry, senior executive roles such as Vice President of Wealthtech can earn over $1 million annually through base salary, bonuses, and equity. High-level positions in finance, investment management, and technology companies with significant responsibilities and performance incentives also reach this income level. These roles typically require extensive experience, advanced skills, and often involve leadership in strategic decision-making.

Is 200,000 enough to work with a financial advisor?

For a Vice President Wealthtech, a $200,000 investment can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors charge a percentage of assets under management, typically around 1%, so this amount could support ongoing advisory services, especially if combined with a solid understanding of financial planning and investment tools. However, larger portfolios may be required for comprehensive, personalized advice or specialized services.

What are the key skills and qualifications needed to thrive as a Vice President Wealthtech, and why are they important?

To thrive as a Vice President Wealthtech, you need deep expertise in financial services, technology integration, and leadership, typically supported by an advanced degree in finance, business, or computer science. Familiarity with wealth management platforms, data analytics tools, and regulatory compliance systems is crucial, along with certifications such as CFA or PMP being advantageous. Exceptional strategic thinking, stakeholder management, and communication skills set top performers apart in this executive role. These skills are vital to drive innovation, ensure regulatory compliance, and lead high-performing teams in a rapidly evolving fintech landscape.

How much does a vice president wealth advisor make?

A Vice President Wealth Advisor typically earns between $150,000 and $250,000 annually, including base salary and bonuses. Compensation varies based on experience, client portfolio size, and firm size, with senior advisors often earning higher totals. Strong client management skills and industry certifications can influence earning potential.

What does a Vice President of Wealthtech do?

A Vice President of Wealthtech oversees the development and implementation of technology solutions for wealth management firms. This role involves leading teams, driving innovation in financial products, and ensuring that technology aligns with business goals. They collaborate with stakeholders to enhance client experiences, improve operational efficiency, and ensure regulatory compliance. Additionally, they stay informed about emerging fintech trends and guide strategic technology investments.

How does a Vice President in Wealthtech typically collaborate with cross-functional teams to drive innovation?

As a Vice President in Wealthtech, you will regularly work with product managers, engineers, data scientists, and compliance specialists to develop and refine digital wealth management solutions. Collaboration often involves leading strategy sessions, aligning technology roadmaps with business objectives, and ensuring regulatory requirements are met. Building strong relationships across departments is crucial for identifying opportunities, addressing challenges quickly, and delivering client-focused innovations. This cross-functional approach not only accelerates project timelines but also fosters a culture of continuous improvement and shared success.

Is SVP a high level position?

A Vice President of Wealthtech is a high-level executive role responsible for strategic leadership and decision-making within the technology division of a wealth management firm. Senior Vice Presidents (SVPs) and Vice Presidents (VPs) typically report to C-level executives and oversee teams, with SVPs often holding more senior authority and broader responsibilities. The specific hierarchy can vary by organization, but both are considered senior leadership positions.
What cities are hiring for Vice President Wealthtech jobs? Cities with the most Vice President Wealthtech job openings:
What are the most commonly searched types of Wealthtech jobs? The most popular types of Wealthtech jobs are:
What states have the most Vice President Wealthtech jobs? States with the most job openings for Vice President Wealthtech jobs include:
Vice President, Platforms - Equity Zen

Vice President, Platforms - Equity Zen

Morgan Stanley

New York, NY • On-site

Full-time

Posted 10 days ago


Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 154 frontline employees who took The Breakroom Quiz

38th of 148 rated financial services


Job description

Vice President, Platforms - Equity Zen
Wealth Management Platforms
New York Plaza, NY
About Morgan Stanley
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.
Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.
Department Overview
In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals
Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.
EquityZen, a part of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach, EquityZen delivers data-driven insights and tools that empower its 800,000 users to navigate the private markets with confidence. Having completed more than 51,000 private placements in nearly 500 private companies, EquityZen is on a mission to deliver "Private Markets for the Public." EquityZen is looking for a strategic and highly analytical VP, Platforms to join our growing team.
What you'll do in the role:
  • Take ownership of highly complex, cross-functional, and time-sensitive strategic initiatives that drive significant business impact and scale the EquityZen platform.
  • Partner directly with leadership to define, shape, and execute the overarching company product vision, strategy, and roadmap.
  • Champion a user-centric culture across the organization, leading and empowering design and engineering teams to architect scalable, accessible products for a diverse and complex user base.
  • Oversee the end-to-end product lifecycle for a major product portfolio, guiding AVPs and Associates in writing specs, managing execution, conducting rigorous A/B testing, and defining sophisticated go-to-market roll-out strategies.
  • Synthesize vast amounts of quantitative data, qualitative insights, and macro-economic business trends to identify strategic market opportunities, pivot existing strategies, and drive high-impact product innovation.
  • Drive lean and agile methodologies across product pods, collaborating deeply with Engineering leadership to optimize delivery pipelines, manage resource allocation, and ensure timely, high-quality releases.
  • Act as a key strategic liaison with Sales, Operations, Compliance, and Legal leadership, seamlessly integrating their feedback and stringent regulatory requirements into a cohesive product strategy while managing executive stakeholder expectations.
  • Mentor, manage, and develop a high-performing team of product managers (Associates and AVPs), fostering a culture of continuous learning, teaching, and entrepreneurial drive.

Skills Required:
  • 7-10+ years of progressive product management experience, with at least 3+ years in a leadership or people-management capacity, successfully scaling complex products in a high-growth technology organization.
  • Deep industry expertise in Fintech, Wealthtech, private markets, or heavily regulated financial services is required.
  • Undergraduate degree with a concentration in Technology, Finance, or Economics; MBA or advanced degree is strongly preferred.
  • Proven track record of presenting to and collaborating with C-level executives and senior leadership to translate abstract company vision into actionable, revenue-driving product portfolios.
  • Mastery of the product lifecycle and go-to-market strategies, backed by a portfolio demonstrating significant business impact, user growth, or efficiency gains from launched products.
  • Advanced understanding of technical architecture and user-centered design principles, enabling high-level strategic partnerships with Engineering and Design leaders to navigate complex trade-offs.
  • Exceptional analytical and problem-solving acumen; expert at leveraging data analytics platforms (e.g., Mixpanel, Google Analytics, SQL) to make executive-level "pivot or persevere" decisions.
  • Executive-level written and oral communication skills, capable of drafting high-level business documentation, pitching strategies across the organization, and distilling complex technical concepts for non-technical stakeholders.
  • Exceptional entrepreneurial drive and resilience; a strategic champion who thrives in ambiguity, ruthlessly prioritizes at a macro level, and pushes past the uncertainty of new market expansions.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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.
Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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