Vice President, Platforms - Equity Zen Wealth Management Platforms New York Plaza, NY About Morgan ... Deep industry expertise in Fintech, Wealthtech, private markets, or heavily regulated financial ...
Vice President, Platforms - Equity Zen Wealth Management Platforms New York Plaza, NY About Morgan ... Deep industry expertise in Fintech, Wealthtech, private markets, or heavily regulated financial ...
Vice President, Platforms - Equity Zen Wealth Management Platforms New York Plaza, NY About Morgan ... Deep industry expertise in Fintech, Wealthtech, private markets, or heavily regulated financial ...
Vice President, Platforms - Equity Zen Wealth Management Platforms New York Plaza, NY About Morgan ... Deep industry expertise in Fintech, Wealthtech, private markets, or heavily regulated financial ...
Technology Product Strategy and Integration - Assistant Vice President
New York, NY · On-site +1
$110K - $145K/yr
... Vice President to join the Business Excellence department. The Operations and Investment Technology ... wealthtech space * Understanding of operations in alternative investments, banking, or asset and ...
Technology Product Strategy and Integration - Assistant Vice President
New York, NY · On-site +1
$110K - $145K/yr
... Vice President to join the Business Excellence department. The Operations and Investment Technology ... wealthtech space * Understanding of operations in alternative investments, banking, or asset and ...
Technology Product Strategy and Integration - Assistant Vice President
New York, NY · On-site
$110K - $145K/yr
... Vice President to join the Business Excellence department. The Operations and Investment Technology ... wealthtech space * Understanding of operations in alternative investments, banking, or asset and ...
Technology Product Strategy and Integration - Assistant Vice President
New York, NY · On-site
$110K - $145K/yr
... Vice President to join the Business Excellence department. The Operations and Investment Technology ... wealthtech space * Understanding of operations in alternative investments, banking, or asset and ...
Assistant Vice President, Platforms - EquityZen Wealth Management Platforms New York Plaza, NY ... Previous experience in Fintech, Wealthtech, private markets, or a highly regulated industry is ...
Assistant Vice President, Platforms - EquityZen Wealth Management Platforms New York Plaza, NY ... Previous experience in Fintech, Wealthtech, private markets, or a highly regulated industry is ...
VP, Product Strategy & AI Platform Innovation / WealthTech / Financial Services
Atlanta, GA · On-site
We are seeking a Vice President, Product to lead product strategy and execution across this platform. This leader will play a critical role in defining the product vision, building scalable solutions ...
VP, Product Strategy & AI Platform Innovation / WealthTech / Financial Services
Atlanta, GA · On-site
We are seeking a Vice President, Product to lead product strategy and execution across this platform. This leader will play a critical role in defining the product vision, building scalable solutions ...
VP, Product Strategy & AI Platform Innovation / WealthTech / Financial Services
Atlanta, GA · On-site
We are seeking a Vice President, Product to lead product strategy and execution across this platform. This leader will play a critical role in defining the product vision, building scalable solutions ...
VP, Product Strategy & AI Platform Innovation / WealthTech / Financial Services
Atlanta, GA · On-site
We are seeking a Vice President, Product to lead product strategy and execution across this platform. This leader will play a critical role in defining the product vision, building scalable solutions ...
VP, Product Strategy & AI Platform Innovation / WealthTech / Financial Services
Atlanta, GA · On-site
We are seeking a Vice President, Product to lead product strategy and execution across this platform. This leader will play a critical role in defining the product vision, building scalable solutions ...
Quick apply
VP, Product Strategy & AI Platform Innovation / WealthTech / Financial Services
Atlanta, GA · On-site
We are seeking a Vice President, Product to lead product strategy and execution across this platform. This leader will play a critical role in defining the product vision, building scalable solutions ...
Product Manager, Post-Investments - Vice President
Greenwich, CT · On-site
$170K - $200K/yr
Own and define the product vision and roadmap for key WealthTech platform capabilities. * Lead strategic client engagements to deploy integrated technology solutions and ensure successful adoption ...
Product Manager, Post-Investments - Vice President
Greenwich, CT · On-site
$170K - $200K/yr
Own and define the product vision and roadmap for key WealthTech platform capabilities. * Lead strategic client engagements to deploy integrated technology solutions and ensure successful adoption ...
Product Manager, Post-Investments - Vice President
New York, NY · On-site +1
$170K - $200K/yr
Own and define the product vision and roadmap for key WealthTech platform capabilities. * Lead strategic client engagements to deploy integrated technology solutions and ensure successful adoption ...
Product Manager, Post-Investments - Vice President
New York, NY · On-site +1
$170K - $200K/yr
Own and define the product vision and roadmap for key WealthTech platform capabilities. * Lead strategic client engagements to deploy integrated technology solutions and ensure successful adoption ...
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 ...
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 ...
Enterprise Account Executive
$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 ...
Enterprise Account Executive
$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 ...
Senior Marketing Specialist, Wealth Management (Hybrid- NYC)
New York, NY · On-site
$85K - $105K/yr
The role collaborates with and provides support to the Vice President of Wealth Component Marketing ... wealthtech company or a broker-dealer, investment bank, prime broker, or other financial services ...
Senior Marketing Specialist, Wealth Management (Hybrid- NYC)
New York, NY · On-site
$85K - $105K/yr
The role collaborates with and provides support to the Vice President of Wealth Component Marketing ... wealthtech company or a broker-dealer, investment bank, prime broker, or other financial services ...
Product Strategy Director
Concord, NC · On-site +1
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 ...
Product Strategy Director
Concord, NC · On-site +1
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 ...
Senior Marketing Specialist, Wealth Management (Hybrid- NYC)
New York, NY · Hybrid
$85K - $105K/yr
The role collaborates with and provides support to the Vice President of Wealth Component Marketing ... wealthtech company or a broker-dealer, investment bank, prime broker, or other financial services ...
Senior Marketing Specialist, Wealth Management (Hybrid- NYC)
New York, NY · Hybrid
$85K - $105K/yr
The role collaborates with and provides support to the Vice President of Wealth Component Marketing ... wealthtech company or a broker-dealer, investment bank, prime broker, or other financial services ...
Product Strategy Director
Concord, NC · On-site +1
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 ...
Product Strategy Director
Concord, NC · On-site +1
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
See salary details
$43.5K - $64.8K
1% of jobs
$64.8K - $86K
5% of jobs
$86K - $107.3K
14% of jobs
$113.3K is the 25th percentile. Wages below this are outliers.
$107.3K - $128.6K
18% of jobs
The median wage is $142.2K / yr.
$128.6K - $149.9K
19% of jobs
$149.9K - $171.1K
14% of jobs
$180.2K is the 75th percentile. Wages above this are outliers.
$171.1K - $192.4K
11% of jobs
$192.4K - $213.7K
8% of jobs
$213.7K - $235K
4% of jobs
$235K - $256.2K
4% of jobs
$256.2K - $277.5K
2% of jobs
$43.5K
$157.5K
$277.5K
How much do vice president wealthtech jobs pay per year?
What is the difference between Vice President Wealthtech vs Wealth Management Advisor?
| Aspect | Vice President Wealthtech | Wealth Management Advisor |
|---|---|---|
| Credentials | Relevant finance, technology certifications, advanced degrees | Financial planning, CFP or similar certifications |
| Work Environment | Corporate, technology-driven, strategic roles | Client-facing, personalized financial advice |
| Employer & Industry | Financial technology firms, banks, investment firms | Wealth 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?
Is 200,000 enough to work with a financial advisor?
What are the key skills and qualifications needed to thrive as a Vice President Wealthtech, and why are they important?
How much does a vice president wealth advisor make?
What does a Vice President of Wealthtech do?
How does a Vice President in Wealthtech typically collaborate with cross-functional teams to drive innovation?
Is SVP a high level position?
Full-time
Posted 10 days ago
Morgan Stanley rating
8.3
Based on 154 frontline employees who took The Breakroom Quiz
38th of 148 rated financial services
Job description
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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