Jacob Buerke
Executive Director | Operations & AI Innovation Leader | Enterprise Transformation
- Role
- Executive Director at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Jacob Buerke
Strategic executive driving enterprise transformation through operational excellence, revenue acceleration, and AI-powered innovation. Currently leading strategic initiatives at Morgan Stanley Wealth Management with oversight of 50+ global team members and $20MM+ technology portfolio.Proven Impact:• Scaled financial planning product from $100MM pilot to billions in net new assets across advisors• Architected AI agent orchestrator platform delivering hours in annual productivity gains• Built proprietary GPT solutions reducing operational workload by hours and accelerating business cycles by 80%• Identified and captured $500MM revenue expansion opportunity through strategic product development• Grew organization from 1 to 50+ professionals across global marketsExecutive Leadership Profile:Revenue & Growth:Product Development & Go-to-Market Strategy | Revenue Optimization | Market Expansion | Strategic Partnerships | Customer Acquisition & Retention | Competitive Positioning | Business Model InnovationOperations & Scale:Enterprise Operations Leadership | P&L Management | Team Building (1→100+)| Process Optimization | Vendor Strategy | M&A Integration | Crisis Management | Change Leadership | Global OperationsTechnology & Innovation:AI/ML Strategy & Deployment | Digital Transformation | Enterprise Architecture | Product-Led Growth | Technology Roadmap | Data Analytics & Business Intelligence | Platform Development | Innovation Pipeline ManagementStrategic Finance:Budget Management ($20MM+)| Capital Allocation | Financial Planning & Analysis | ROI Optimization | Cost-Benefit Analysis | Strategic Investment DecisionsIndustry Expertise:15+ years in financial services spanning wealth management, brokerage, advisory services, RIA models, and emerging fintech. Deep regulatory knowledge (SEC, FINRA) with track record navigating complex compliance while accelerating growth. Currently advising Morgan Stanley VC portfolio companies on product strategy and market entry.Background:Morgan Stanley Wealth Management (Executive Director)| FINRA (Associate Principal Examiner)| FINRA Series 7, 9, 10, 66 | Executive Leadership Programs | Advisor to fintech startups | Co-Chair, Bowery Mission Associate BoardOpen to discussing: COO, CRO, CTO, or Chief AI Officer roles where strategic vision, operational excellence, and technology innovation converge to drive exponential growth. Particularly energized by fintech, wealth management, AI-first companies, and businesses navigating the intersection of innovation and regulation.
Experience
Executive Director
Jan 2025 — Present · New York, NY, US
Education
Fontbonne University
Bachelor of Science (BS)
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