WM Philanthropy Management, Vice President

Morgan Stanley • New York, NY

5d • Onsite

About The Position

Morgan Stanley Wealth Management offers a comprehensive suite of wealth management products and services for affluent individuals, businesses, and institutions. The Philanthropy Management department, part of Family Office Resources, specifically supports individuals, families, corporate and private foundations, and non-profit organizations by providing services to help define and achieve their charitable missions. The Vice President in Philanthropy Management is crucial in advancing the department's strategic goals, enhancing client education, developing philanthropic advisory capabilities, and driving Morgan Stanley GIFT business initiatives. This role operates within a dynamic, fast-paced team, collaborating with Philanthropic Platforms, Philanthropic Advisory, senior leadership, various business partners, and external providers. The Vice President will be responsible for designing and managing programs, partnerships, communications, and operational workstreams to strengthen relationships with clients, Financial Advisors, and philanthropic partners.

Requirements

• 5-10 years of relevant work experience.
• Bachelor’s degree with strong academic record.
• Relevant experience in philanthropy, wealth management, nonprofit advisory, client strategy, program management, partnerships, marketing, communications, or a related client-facing field.
• Experience designing and managing strategic programs, client education initiatives, donor collaboratives, or enterprise workstreams.
• Experience preparing client-facing and senior leadership-facing materials, including presentations, briefing documents, thought leadership content, and analytical reports.
• Knowledge of the philanthropy sector, charitable vehicles (i.e., donor-advised funds) and mission-aligned giving approaches.
• Series 7 and 63, or ability to complete licensing requirements within required timeframe.
• Strategic thinking with strong analytical and problem-solving skills.
• Strong self-starter and team player with the ability to work individually and take ownership of workstreams.
• Experience working on lean, high-performing teams supporting seasoned executives.
• Exceptional written, verbal, and presentation skills.
• Detail- and results-oriented individual with strong follow-through.
• Strong organizational skills with the ability to work on multiple projects simultaneously.
• Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint.
• Ability to build trusted relationships with internal stakeholders, external partners, Financial Advisors, and clients.

Responsibilities

• Design and manage flagship client education programs and donor collaboratives, such as the client conference Exchange, the Next Gen Dynastic Cohort, and the next gen investment club, to deepen relationships with clients, Financial Advisors, and philanthropic partners.
• Lead and support strategic engagement initiatives, including Diversity Portfolios, to promote inclusive and sustainable giving approaches and enhance the client experience.
• Direct philanthropic programs and enterprise initiatives from concept to implementation, ensuring alignment with business objectives, clear project plans, stakeholder accountability, and measurable outcomes.
• Drive business development initiatives to expand philanthropic capabilities and enhance the MS GIFT product offering, including supporting the 'continuum of impact' strategy and workplace charitable giving strategies.
• Manage cross-functional projects involving governance, operations, marketing, impact reporting, and platform development in partnership with Legal, Risk, and Compliance.
• Support the MS GIFT Board of Directors and committee leadership by assisting with governance processes, preparing board materials, tracking action items, and documenting decisions.
• Cultivate and manage strategic partnerships with service providers and referral partners to expand philanthropic solutions and client capabilities.
• Collaborate across Wealth Management, Legal, Risk, Compliance, Marketing, and other business units to develop and execute cross-functional initiatives.
• Support the Family Governance consulting platform for UHNW families.
• Support marketing and communications efforts for the firm’s philanthropic platform, including client-facing content, impact reporting, digital communications, conferences, and educational campaigns.
• Develop presentations, thought leadership materials, and strategic communications for senior leadership, clients, and industry audiences.
• Manage executive social media strategy and content development, including LinkedIn communications.
• Support ultra-high-net-worth individuals, families, and institutions on philanthropic strategy, governance, grantmaking, impact measurement, impact investing, and mission-aligned giving.
• Develop innovative philanthropic solutions and educational resources.
• Prepare client-ready charts, analysis, meeting materials, briefing documents, and presentations using Excel, Word, and PowerPoint.
• Conduct research, landscape scans, grantee due diligence, and data analysis to inform client recommendations.
• Track and report business metrics, program outcomes, client engagement activity, and initiative progress for senior stakeholders.
• Support responses to client, prospect, Financial Advisor, and partner inquiries.
• Maintain shared team resources, project trackers, reference materials, and document repositories.

Benefits

• Comprehensive employee benefits and perks in the industry.
• Ample opportunity to move about the business for those who show passion and grit in their work.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior