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
Requirements
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
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:
Additional Information
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.
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.
Morgan Stanley · New York, NY