WM Global Investment Office, Investing with Impact Platform Growth & Distribution Lead, Vice President
Core
Lead scalable commercialization and distribution for the Investing with Impact platform, coordinating advisor engagement, marketing, and field initiatives to drive adoption across Morgan Stanley Wealth Management.
Role type
Vice President, Platform Growth & Distribution Lead
Builds
Scalable commercialization models, advisor engagement programs, and distribution strategies for impact investing products.
Domain
Wealth Management / Impact Investing / Financial Services
Deliverable
product features
Required skills
Strategic thinking, project management, commercialization strategy, advisor engagement, executive communication, team leadership, process improvement
Preferred skills
Sustainability passion, impact investing expertise, cross-functional initiative leadership, scaling strategic programs
Technologies
Patented Impact Reporting tool, PowerPoint
Responsibilities
Lead strategy for the patented Impact Reporting tool, identify growth opportunities, build strategic project plans, improve internal processes for scalability, engage key Financial Advisor teams and distribution partners, develop executive-level presentations, translate complex concepts into actionable strategies, lead event planning for road shows, manage a small team
Seniority
Senior, hands-on IC with team management