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

Position: WM Global Investment Office, Investing with Impact Platform Growth & Distribution Lead, Vice President
Location: New York

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.
 The Global Investment Office (GIO) is the investment and research hub within Morgan Stanley Wealth Management, comprising more than 250 analysts, strategists, and planners dedicated to supporting financial advisors and their clients. Led by the Wealth Management CIO, GIO develops the firm’s investment strategy by integrating financial planning, asset allocation, and portfolio construction insights. Serving as an extension of an advisor’s practice, GIO provides the tools, research, and intellectual capital to help advisors deepen client engagement, enhance investment performance, scale their businesses, and drive growth across all client segments.
 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 work streams
 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
 WHAT YOU CAN EXPECT FROM MORGAN…