Scaling & Insights Program Manager, Institutional Consulting Solutions - Vice President / Executive Director

Morgan Stanley • New York, NY

12d

About The Position

The Scaling & Insights Program Manager will serve as a key leader on the Scaling, Insights & Execution team, the Chief Operating Officer group for Morgan Stanley’s Institutional Consulting Solutions (ICS) business. The role provides program management and leads selected scaling and sales enablement initiatives that support rapid business growth and expansion while managing risk. The position aligns solutions and business development teams with ICS’s centralized operating model and partners with Insights, Business Development, Platforms, Service, and strategic governance teams to maintain consistent governance and business practices.

The role manages a portfolio of scaling and insights initiatives, leads projects to scale business operations, overhauls ICS designation strategy and policy, and supports ICS strategy and leadership presentations. It also develops and communicates team KPIs and success metrics, supports centralized business procedures and their rollout, strengthens pricing accountability, advances market segmentation strategies, and supports institutional designation programs and sales enablement for the specialist advisor network.

Morgan Stanley describes an employee environment focused on collaboration, creative thinking, employee support, and opportunities to move within the business. The position’s stated expected base pay is $75,000–$125,000 per year for Vice President and $150,000–$250,000 per year for Executive Director, with actual pay determined individually. Total compensation may also include commission earnings, incentive compensation, discretionary bonuses, other short- and long-term incentives, and sponsored benefit programs.

Requirements

• 10+ years of relevant experience in financial services, institutional solutions, or workplace solutions.
• Knowledge of operations, strategy, and regulatory and risk principles.
• Clear, confident communication skills and the ability to translate complex ideas into straightforward, actionable updates.
• Excellent project management, organizational, and planning skills.
• Ability to navigate ambiguity, establish focus, and recommend practical solutions to tactical and strategic challenges.
• Strong relationship-building and stakeholder management skills, including facilitating discussions and leading working groups focused on solutions and action.
• Experience managing and coaching a multi-person strategy and governance team.
• Advanced proficiency in PowerPoint for visualizing strategy and Excel for reporting and analytics.
• Strong ownership and accountability, with an entrepreneurial mindset.
• Ability to manage multiple projects and competing priorities simultaneously.
• Commitment to a positive team culture grounded in empathy, giving back, and teamwork.

Nice To Haves

• Experience in consulting, strategy, or business operations is strongly preferred.
• Change management experience.

Responsibilities

• Manage a portfolio of strategic initiatives across Scaling and Insights, providing visibility into progress, completed work, roadblocks, deadlines, and key milestones.
• Develop, track, and communicate team KPIs and success metrics to demonstrate organizational impact.
• Support the design and implementation of centralized business procedures, ensuring effective rollout and strong stakeholder relationships.
• Strengthen pricing accountability in a manner consistent with industry standards.
• Support enhancements to institutional designation programs to retain and grow the specialist network and develop future specialists.
• Advance market segmentation strategies that align growth and service models with existing clients’ needs.
• Partner with Business Development on sales enablement strategies that bring new ideas and capabilities to the specialist advisor network.
• Prepare concise stakeholder updates, including for senior leaders, on scaling initiatives, operating model changes and alignment, business risks, and mitigation efforts.
• Lead projects to scale business operations and overhaul ICS designation strategy and policy.
• Support ICS strategy and leadership presentations.

Benefits

• Employee benefits and perks described as comprehensive and among the most attractive in the industry.
• Sponsored benefit programs may be part of total compensation.
• Commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages may be included in total compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed