Scaling & Insights Program Manager, Institutional Consulting Solutions - Vice President / Executive Director

Morgan Stanley; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

Morgan Stanley's Institutional Consulting Solutions (ICS) team seeks a senior leader to drive Scaling, Insights & Execution initiatives. You will develop, track and communicate KPIs, guide centralized procedures, and coordinate with business development to align growth with client needs.

You'll manage multiple strategic programs, strengthen pricing accountability, and mentor a multi-person strategy and governance team while maintaining a culture of ownership and collaboration.

Qualifications

• 10+ years of financial services, institutional solutions, or workplace solutions experience.
• Excellent communication skills to translate complex ideas into actionable updates.
• Experience in consulting, strategy, or business operations is preferred with change-management background.

Responsibilities

• Manage a portfolio of strategic initiatives across Scaling and Insights, providing visibility into progress and milestones.
• Develop, track, and communicate team KPIs and success metrics.
• Support centralized business procedures with effective rollout and stakeholder relationships.
• Support strategy initiatives, including strengthening pricing accountability.
• Advance market segmentation strategies to align growth and service models with client needs.
• Partner with Business Development on sales enablement for the specialist advisor network.

Skills

Strategic planning

Stakeholder management

Project management

Communication

PowerPoint

Excel

Tools

PowerPoint

Excel

Job description

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.

Morgan Stanley's Institutional Consulting Solutions (ICS) business, a part of Morgan Stanley Wealth Management Client Segments, provides consulting services and solutions to institutional investors, including corporations, foundations, endowments, educational institutions, healthcare organizations, insurer, and Taft-Hartley funds. We work directly with Financial Advisors/Consultants and other key partners across the Firm to drive asset growth and scalable, centralized infrastructure, service models and tooling to ensure best in class support for this growing and complex business.

Position Summary:

As a key leader on the Scaling, Insights & Execution team, which serves as the Chief Operating Officer group for IC…

Responsibilities:

• Manage a portfolio of strategic initiatives across Scaling and Insights, providing clear visibility into progress, completed work, roadblocks, deadlines, and key milestones.
• Develop, track, and communicate team KPIs and success metrics to demonstrate the team's impact on the organization.
• Support the design and implementation of centralized business procedures, ensuring effective rollout and strong stakeholder relationships in a rapidly evolving environment.
• Support the strategy and management of initiatives, including: Strengthen pricing accountability consistent with industry standards.
• Support enhancements to institutional designation programs to retain and grow the existing specialist network and develop the next generation of specialists.
• Advance market segmentation strategies that align growth and service models with existing clients' needs.
• Partner with Business Development on sales enablement strategies that bring new ideas and capabilities to the specialist advisor network.

Qualifications:

• 10+ years of relevant experience in financial services, institutional solutions, or workplace solutions, with knowledge of operations, strategy, and regulatory and risk principles.
• Clear, confident communication skills, with the ability to translate complex ideas into straightforward, actionable updates.
• Experience in consulting, strategy, or business operations is strongly preferred, along with change management experience.
• Excellent project management, organizational, and planning skills.
• Ability to navigate ambiguity, establish focus, and recommend practical solutions to tactical and strategic challenges.
• Strong relationship-building and stakeholder management skills, with expertise in facilitating discussions and leading working groups focused on solutions and action.
• Experience managing and coaching a multi-person strategy and governance team.
• Advanced proficiency in PowerPoint for visualizing strategy and Excel for reporting and analytics.
• Strong sense of ownership and accountability, with an entrepreneurial mindset.
• Ability to manage multiple projects and competing priorities simultaneously.
• Commitment to a positive team culture grounded in empathy, giving back, and teamwork.

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 de