WM Global Investment Office - Institutional Innovation Lead, Investing with Impact / Impact Private Markets, Executive Director

New York, NYPosted Jul 7, 2026
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. The Global Investment Office (GIO), led by Wealth Management's Chief Investment Officer, is a team of investment and research professionals dedicated to helping Morgan Stanley Wealth Management Financial Advisors with investment advice and implementation. The Investing with Impact team within GIO is responsible for leading the creation, development and execution of investment strategies, solutions, tools and reporting to deliver holistic wealth solutions for individual and institutional clients that seek to generate both market-rate returns and positive environmental and social impact. Job Summary: The Institutional Innovation Lead will be responsible for leading and continuing to build out innovative impact and sustainable investing solutions for institutional and sophisticated private wealth clients, with a particular focus on Impact Private Markets and alternative investments. This is a senior, client-facing and strategic role. The individual will lead the team responsible for impact private markets research, alternative investment due diligence, impact-first product innovation, thematic thought leadership, impact reporting strategy, and institutional client engagement. The role requires strong investment judgment, commercial orientation, client presence, and the ability to work cross-functionally across investment teams, asset managers, Financial Advisors, Legal, Risk, Compliance, Operations and senior leadership. We are looking for an exceptionally talented individual with a clear passion for using capital markets to scale solutions to global and domestic economic, environmental and social challenges. The successful candidate will be equally comfortable reviewing private markets strategies, engaging with asset managers, advising on client strategy, shaping a thematic research agenda, and leading a team through complex approval and innovation processes. Responsibilities: Platform leadership, strategy and innovation * Lead the Institutional Innovation agenda for Investing with Impact, with a focus on building and scaling innovative impact and sustainable investing solutions for institutional and sophisticated private wealth clients. * Help shape the strategic roadmap for the Impact Private Markets platform, including priority themes, product gaps, manager engagement, client demand and areas for future innovation. * Partner with internal stakeholders across Legal, Risk, Compliance, investment teams, product, platform and other control partners to move new ideas from concept to approval and implementation. Alternatives research, due diligence and manager engagement * Lead the team responsible for Impact Private Markets research, impact-first alternatives product evaluation, thematic innovation and related client and advisor engagement. * Oversee diligence and approval work for impact-focused alternative investment funds and private markets opportunities, partnering closely with GIMA, investment due diligence teams, Legal, Risk, Compliance and platform partners. * Develop and maintain rigorous standards for evaluating private markets strategies, including investment merit, impact credibility, manager quality, risks, client fit and platform relevance. * Build and deepen relationships with asset managers, general partners and strategic partners across impact private markets and alternatives; source and evaluate new ideas that may enhance the platform. Impact reporting and client-facing insights * Work with team leadership to drive the strategic vision for impact reporting in private markets, including how reporting can be more useful, credible, scalable and compelling for clients and advisors. *...

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