Morgan Stanley

Product Specialist - Impact Private Markets, Vice President

Morgan Stanley$140K — $205K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Deep familiarity with impact investing frameworks and measurement approaches.
  • Proven experience engaging advisors, family offices, and foundations in investment discussions.
  • Demonstrated ability to influence capital mobilization through relationship-building.
  • Strong executive presence with the capability to build trust quickly.
  • 5-7+ years of experience in financial services, particularly in asset management or wealth management.

Responsibilities

  • Identify and prioritize impact investing prospects using data and market insights.
  • Develop engagement strategies for influencers in family offices and foundations.
  • Create targeted communications to update advisors on impact investing capabilities.
  • Lead education-driven discussions with clients to facilitate allocation decisions.
  • Translate complex impact strategies into compelling narratives for investors.
  • Create client-facing materials that support investment decision-making.
  • Collaborate with internal experts to enhance client engagements.

Benefits

  • Opportunities for professional development and continuous learning.
  • Access to a network of industry experts for collaborative efforts.
  • Flexible work arrangements to promote work-life balance.
Full Job Description
We are 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. What You'll Do • 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 Core 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 Preferred Qualifications • 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 Who You Are • 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 What Success Looks Like • Increased allocations into impact-focused private markets strategies • Strong engagement across priority wealth and institutional segments • Effective use of internal experts to deepen conversations and accelerate decisions • Client-ready materials that are actively used in allocation processes • Clear market feedback shaping future product and client capabilities Expected base pay rates for the role will be between $140,000 and $205,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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