We are seeking an VP Product Specialist to drive adoption of our impact-focused private markets strategies across advisors, foundations, and family offices. This role sits at the front line of client engagement—translating impact expertise into credible, insight-led conversations that lead to capital deployment.
What You’ll Do
- Use data and market insight to identify and prioritize impact investing prospects and clients. Work with internal teams to determine best way to engage with these individuals.
- Determine key influencers for impact-oriented family offices and foundations and develop engagement strategy.
- Develop targeted engagement strategies for advisors to share updated impact alternatives capabilities.
- Lead education-driven conversations with advisors, foundations, and family offices—building trust and advancing toward allocation decisions
- Translate complex impact strategies into clear, compelling narratives for sophisticated investors
- Create and refine client-facing materials that directly support investment decisions
- Act as the quarterback in client engagements, bringing in internal experts at the right moments to deepen dialogue and move decisions forward
- Capture feedback from internal and external stakeholders to inform the evolution of our impact strategies and client capabilities
Core Requirements
- Impact investing credibility: Deep familiarity with impact investing in private markets, including fluency in impact frameworks, measurement approaches, and trade-offs; able to engage credibly with sophisticated allocators
- Wealth channel experience: Proven ability to engage advisors, family offices, foundations, or OCIOs in investment discussions
- Commercial track record: Experience influencing or driving capital mobilization through relationship-led, education-first engagement
- Executive presence: Ability to lead conversations, read the room, and build trust quickly
Preferred Qualifications
- Undergraduate Degree Required
- 5–7+ years of experience in financial services (e.g., asset management, banking, wealth management)
- Working knowledge of private markets, including fund structures, illiquidity, capital calls, and manager selection
- Experience supporting investor relations and fundraising/capital raising efforts such as helping prepare LP/investor communications and fundraising materials, coordinating diligence/Q&A and pipeline tracking, and supporting investor meetings/events
- FINRA licenses SIE, 7, 66; or willingness to obtain upon hire
Who You Are
- You lead with insight, not a pitch—but remain accountable for outcomes
- You orchestrate conversations, not just participate in them
- You simplify complexity without sacrificing credibility
- You are proactive and resourceful in navigating teams, systems, and clients
What Success Looks Like
- Increased allocations into impact-focused private markets strategies
- Strong engagement across priority wealth and institutional segments
- Effective use of internal experts to deepen conversations and accelerate decisions
- Client-ready materials that are actively used in allocation processes
- Clear market feedback shaping future product and client capabilities
WHAT YOU CAN EXPECT FROM 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 - aren’t just beliefs, they 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
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.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Skills Required
- Deep familiarity with impact investing in private markets
- Proven ability to engage advisors, family offices, foundations, or OCIOs in investment discussions
- Experience influencing or driving capital mobilization through relationship-led engagement
- Ability to lead conversations and build trust quickly
- Undergraduate Degree Required
- 5-7+ years of experience in financial services
- Working knowledge of private markets
- Experience supporting investor relations and fundraising efforts
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
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Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
