Scaling & Insights Program Manager, Institutional Consulting Solutions - Vice President​/Executive Director

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic.

Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

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.

As a key leader on the Scaling, Insights & Execution team, which serves as the Chief Operating Officer group forICS, 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 withICS’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, overhaulingICS designation strategy and policy, and supportingICS strategy and leadership presentations.

• 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.

• 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,…