Product Specialist – Impact Private Markets, Vice President

Morgan Stanley•New York, NY

2d•$140,000 - $205,000

About The Position

Morgan Stanley is seeking a Vice President-level Product Specialist to drive adoption of our impact-focused private markets strategies across advisors, foundations, and family offices. This role sits at the front line of client engagement—translating impact expertise into credible, insight-led conversations that lead to capital deployment.

Requirements

Impact investing credibility: Deep familiarity with impact investing in private markets, including fluency in impact frameworks, measurement approaches, and trade-offs; able to engage credibly with sophisticated allocators
Wealth channel experience: Proven ability to engage advisors, family offices, foundations, or OCIOs in investment discussions
Commercial track record: Experience influencing or driving capital mobilization through relationship-led, education-first engagement
Executive presence: Ability to lead conversations, read the room, and build trust quickly
Undergraduate Degree Required
5–7+ years of experience in financial services (e.g., asset management, banking, wealth management)
Working knowledge of private markets, including fund structures, illiquidity, capital calls, and manager selection
Experience supporting investor relations and fundraising/capital raising efforts such as helping prepare LP/investor communications and fundraising materials, coordinating diligence/Q&A and pipeline tracking, and supporting investor meetings/events

Nice To Haves

You lead with insight, not a pitch—but remain accountable for outcomes
You orchestrate conversations, not just participate in them
You simplify complexity without sacrificing credibility
You are proactive and resourceful in navigating teams, systems, and clients

Responsibilities

Use data and market insight to identify and prioritize impact investing prospects and clients.
Work with internal teams to determine best way to engage with these individuals.
Determine key influencers for impact-oriented family offices and foundations and develop engagement strategy.
Develop targeted engagement strategies for advisors to share updated impact alternatives capabilities.
Lead education-driven conversations with advisors, foundations, and family offices—building trust and advancing toward allocation decisions
Translate complex impact strategies into clear, compelling narratives for sophisticated investors
Create and refine client-facing materials that directly support investment decisions
Act as the quarterback in client engagements, bringing in internal experts at the right moments to deepen dialogue and move decisions forward
Capture feedback from internal and external stakeholders to inform the evolution of our impact strategies and client capabilities