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

About the Role

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.

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.

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

• 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

About Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Pay

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.