WM Global Investment Office, Investing with Impact Platform Growth & Distribution Lead, Vice President
About The Position
Morgan Stanley is a leading global financial services firm. The Global Investment Office (GIO) is the investment and research hub within Morgan Stanley Wealth Management. We are seeking a highly strategic and execution-oriented leader to lead Platform Growth & Distribution for the Investing with Impact team. This individual will lead scalable commercialization across the platform by coordinating advisor engagement, marketing and communications alignment, training and educational initiatives, business development execution, and centralized field engagement. This role requires a strong commercial and strategic thinker who can connect long-term platform priorities with execution, drive alignment across senior stakeholders, and help scale Investing with Impact adoption across advisor teams and distribution channels. The ideal candidate is entrepreneurial, highly collaborative, and comfortable operating in a fast-paced environment where new commercialization, education, and field engagement approaches are continuously being developed. A passion for sustainability, impact investing, and purpose-driven work is essential, as this role will help support and scale initiatives aligned with the team's mission and long-term vision. This individual will also coordinate integration of the Impact Alternatives Growth Strategy function to ensure consistent commercialization execution across the broader platform.
Requirements
- 5-7 years of experience in financial services, asset management, consulting, strategy, sustainability, distribution, or related fields preferred
- Demonstrated passion for sustainability, impact investing, and purpose-driven work
- Proven ability to lead complex, cross-functional initiatives
- Experience building and scaling strategic programs, commercialization models, engagement models, or operational processes
- Experience managing and developing teams
- Comfortable operating in fast-paced and evolving environments
- SIE, Series 7/66 preferred, or willingness to obtain upon hire
Nice To Haves
- Strong strategic thinking and problem-solving capabilities
- Strong project management and organizational abilities
- Collaborative mindset with the ability to work across teams
- Excellent executive communication and PowerPoint/presentation development skills
- Ability to influence and drive alignment across senior stakeholders
- Strong commercialization, advisor engagement, and distribution strategy capabilities
Responsibilities
- Lead strategy for our patented Impact Reporting tool
- Identify growth opportunities across the platform and support prioritization of strategic initiatives
- Build strategic project plans, manage timelines, and drive accountability across multiple workstreams
- Improve internal processes for scalability, consistency, and operational effectiveness
- Lead strategy for engaging key Financial Advisor teams and distribution partners on Investing with Impact
- Develop executive-level presentations, strategic materials, and communications for leadership and field audiences
- Translate complex concepts into clear, actionable strategies and messaging
- Lead event planning for road shows and the annual in-person gathering for Impact Directors
- Manage a small team
- Foster a collaborative, entrepreneurial, and solutions-oriented team culture
Benefits
- Comprehensive employee benefits and perks in the industry
- Opportunity to work alongside the best and the brightest
- Supportive and empowering environment
- Ample opportunity to move about the business
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
