Scaling & Insights Program Manager, Institutional Consulting Solutions - Vice President / Executive Director
About The Position
Morgan Stanley’s Institutional Consulting Solutions (ICS) business provides consulting services and solutions to institutional investors, including corporations, foundations, endowments, educational institutions, healthcare organizations, insurers, and Taft-Hartley funds. The Scaling, Insights & Execution team serves as the ICS Chief Operating Officer group and supports business growth through centralized infrastructure, service models, and tools. As a key leader on this team, the Scaling & Insights Program Manager provides program management and leads selected scaling and sales enablement initiatives, supporting business growth and expansion while managing risk. The role 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 position manages scaling and insights initiatives, leads projects to scale operations, advances ICS designation strategy and policy, and supports strategy and leadership presentations.
Requirements
- 10+ years of relevant experience in financial services, institutional solutions, or workplace solutions, with knowledge of operations, strategy, and regulatory and risk principles.
- Clear, confident communication skills and the ability to turn 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 solution- and action-focused working groups.
- 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 milestones.
- Develop, track, and communicate team KPIs and success metrics.
- Support the design and implementation of centralized business procedures, including effective rollout and stakeholder relationships.
- Strengthen pricing accountability in line 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 updates for stakeholders, including senior leaders, on scaling initiatives, operating model changes and alignment, business risks, and mitigation efforts.
- Lead projects to scale business operations and support ICS strategy and leadership presentations.
Benefits
- Comprehensive employee benefits and perks.
- Commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages may be part of total compensation, depending on the position.
- Other Morgan Stanley-sponsored benefit programs.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
