Morgan Stanley

WM Global Investment Office, Investing with Impact Platform Growth & Distribution Lead, Vice President

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

Qualifications

  • 5-7 years in financial services, asset management, consulting, strategy, sustainability, or related fields.
  • Proven leadership in complex, cross-functional initiatives.
  • Experience in scaling strategic programs and operational processes.
  • Demonstrated passion for sustainability and impact investing.
  • Ability to thrive in fast-paced, evolving environments.
  • Team management and development experience.
  • SIE, Series 7/66 preferred, or willingness to obtain.

Responsibilities

  • Lead strategy for the Impact Reporting tool.
  • Identify and prioritize growth opportunities.
  • Develop and manage strategic project plans and timelines.
  • Enhance internal processes for better scalability and operational effectiveness.
  • Engage Financial Advisor teams and distribution partners.
  • Create executive-level presentations and materials for leadership.
  • Translate complex ideas into actionable strategies and messaging.

Benefits

  • Access to Morgan Stanley's comprehensive benefits package.
  • Opportunities for professional development and team training.
  • Collaborative and solutions-oriented team culture.
  • Involvement in sustainability and impact-driven initiatives.
Full Job Description
We are seeking a highly strategic and execution-oriented leader to lead Platform Growth & Distribution for the Investing with Impact team. This individual will lead scalable commercialization across the platform by coordinating advisor engagement, marketing and communications alignment, training and educational initiatives, business development execution, and centralized field engagement. Position Summary • This role requires a strong commercial and strategic thinker who can connect long-term platform priorities with execution, drive alignment across senior stakeholders, and help scale Investing with Impact adoption across advisor teams and distribution channels. • The ideal candidate is entrepreneurial, highly collaborative, and comfortable operating in a fast-paced environment where new commercialization, education, and field engagement approaches are continuously being developed. • A passion for sustainability, impact investing, and purpose-driven work is essential, as this role will help support and scale initiatives aligned with the team's mission and long-term vision. • This individual will also coordinate integration of the Impact Alternatives Growth Strategy function to ensure consistent commercialization execution across the broader platform. Primary Responsibilities • Lead strategy for our patented Impact Reporting tool • Identify growth opportunities across the platform and support prioritization of strategic initiatives • Build strategic project plans, manage timelines, and drive accountability across multiple workstreams • Improve internal processes for scalability, consistency, and operational effectiveness • Lead strategy for engaging key Financial Advisor teams and distribution partners on Investing with Impact • Develop executive-level presentations, strategic materials, and communications for leadership and field audiences • Translate complex concepts into clear, actionable strategies and messaging • Lead event planning for road shows and the annual in-person gathering for Impact Directors • Manage a small team • Foster a collaborative, entrepreneurial, and solutions-oriented team culture Qualifications • 5-7 years of experience in financial services, asset management, consulting, strategy, sustainability, distribution, or related fields preferred • Demonstrated passion for sustainability, impact investing, and purpose-driven work • Proven ability to lead complex, cross-functional initiatives • Experience building and scaling strategic programs, commercialization models, engagement models, or operational processes • Experience managing and developing teams • Comfortable operating in fast-paced and evolving environments • SIE, Series 7/66 preferred, or willingness to obtain upon hire Skills Desired • Strong strategic thinking and problem-solving capabilities • Strong project management and organizational abilities • Collaborative mindset with the ability to work across teams • Excellent executive communication and PowerPoint/presentation development skills • Ability to influence and drive alignment across senior stakeholders • Strong commercialization, advisor engagement, and distribution strategy 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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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