Morgan Stanley's Institutional Consulting Solutions (ICS) business, a part of Morgan Stanley Wealth Management Client Segments, provides consulting services and solutions to institutional investors, including corporations, foundations, endowments, educational institutions, healthcare organizations, insurer, and Taft-Hartley funds. We work directly with Financial Advisors/Consultants and other key partners across the Firm to drive asset growth and scalable, centralized infrastructure, service models and tooling to ensure best in class support for this growing and complex business.
Position Summary:As a key leader on the Scaling, Insights & Execution team, which serves as the Chief Operating Officer group for ICS, you will provide program management and lead select scaling and sales enablement initiatives that support rapid business growth and expansion while thoughtfully managing risk. You will align solutions and business development teams with ICS's centralized operating model. As a key decision-maker, you will partner with Insights, Business Development, Platforms, Service, and strategic governance teams to maintain consistent governance and business practices. Your responsibilities will include managing a portfolio of scaling and insights initiatives, leading projects to scale business operations, overhauling ICS designation strategy and policy, and supporting ICS strategy and leadership presentations.
Responsibilities:- Manage a portfolio of strategic initiatives across Scaling and Insights, providing clear visibility into progress, completed work, roadblocks, deadlines, and key milestones.
- Develop, track, and communicate team KPIs and success metrics to demonstrate the team's impact on the organization.
- Support the design and implementation of centralized business procedures, ensuring effective rollout and strong stakeholder relationships in a rapidly evolving environment.
- Support the strategy and management of initiatives, including:
- Strengthen pricing accountability consistent with industry standards.
- Support enhancements to institutional designation programs to retain and grow the existing specialist network and develop the next generation of 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 clear, concise updates for stakeholders, including senior leaders, on scaling initiatives, operating model changes and alignment, business risks, and mitigation efforts.
Qualifications:- 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, with the ability to translate complex ideas into straightforward, actionable updates.
- Experience in consulting, strategy, or business operations is strongly preferred, along with change management experience.
- 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, with expertise in 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 sense of 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.
Expected base pay rates for the role will be between $75,000 and $125,000 per year at the commencement of employment for Vice President, and between $150,000 and $250,000 per year at the commencement of employment for Executive Director. 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.
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