Donor Advised Fund Product Manager, Vice President

Department Overview

Morgan Stanley Wealth Management offers a Donor Advised Fund the Morgan Stanley Global Impact Funding Trust (DAF or MS GIFT). MS GIFT is a charitable investment fund which provides a flexible and tax-aware vehicle for charitable giving.

The Donor Advised Fund solution enhances the ways that Morgan Stanley can provide its Wealth Management clientele with holistic modern wealth advice and augments the depth and breadth of a Financial Advisors relationship with clients. It is also a valuable advisory tool.

The Donor Advised Fund program team sits within the Advisory business facilitating close collaboration with portfolio management platforms sales trading advisor education private markets and both institutional and retail client services. The team also works hand-in-hand with the Philanthropy Management team.

Overview of Role & Responsibilities

The Donor Advised Fund business is seeking a Product Manager Vice President to join the team to support and drive the continued growth of the offering and the execution of its business strategy.

The hire will be involved in and/or have a leadership stake across the various aspects of running an effective business. This includes business strategy development as well as every step of business implementation including development of effective management presentations and Field-facing presentations budgeting and modeling relationship management marketing and sales. The hire will represent the business in engagements with Financial Advisors internal and external partners and investors.

The Donor Advised Fund team is dedicated to developing talent through a culture that encourages an innovation and ownership mentality while sponsoring learning mentorship opportunities and professional advancement.

In the role the hire will:

• lead key business initiatives in a project management capacity (e.g. technology and program enhancements; offering expansions) from ideation to implementation including: competitive market analyses; revenue and expense modeling; design of supervisory frameworks; development of project timelines; acquisition of senior leadership consensus; and management/oversight of workstreams through completion

• develop strategic presentations for senior leadership and the MS GIFT Board of Directors both to pitch/implement product development and to report/socialize business results
• engage regularly with Financial Advisors to deliver product education communicate evolving product strategy aligned with the market and tax environments and drive product sales (e.g. Field-facing presentations; addressing Financial Advisor inquiries; joining investor/prospect product pitch meetings)
• design and execute cross-functional product and sales strategy (e.g. with portfolio managers private markets partners OCIO tax/trust/estate planning specialists etc.)
• liaise in a relationship management capacity with internal and external partners including provision of oversight/management of third-party partners which support key components of the DAF solution
• develop marketing collateral that strategically positions the product which Financial Advisors can leverage engage investors (e.g. whitepapers social media marketing flyers)
• partner with Legal Risk and Compliance constituents to design and maintain supervisory models and policy frameworks conducive to risk-aligned oversight of the program
• build and monitor analytics/reporting that track business metrics and KPI delivery

Business Skills Needed

• Work experience in the investment advisory or asset management spaces and commensurate knowledge of financial markets the nature of business and client relationships in this industry products involved and regulatory frameworks. Tax estate charitable planning experience and/or Donor Advised Fund experience would be beneficial
• Work experience in the Wealth Management Field environment preferred (i.e. how Financial Advisors run their practices; systems and platforms utilized; management and risk org structures) and/or ability to acquire this knowledge
• Flexible and adaptable to changing work environments with a willingness to learn new skills in order to meet evolving business needs
• Goal-oriented self-motivated solutions driven individual with excellent problem-solving skills who can think like an owner and lead strategy development/program analysis
• Collaborative and team-oriented with the ability to run workstreams independently that contribute to a larger initiative or goal
• Strong project management skills - ability to develop detailed action plans set reasonable deadlines follow-up with key stakeholders and manage deliverables and expectations
• Exceptional communication (oral and written) skills including the ability to interact professionally with Financial Advisors and UHNW clients to collaborate with colleagues at every level of the organization including senior leadership and to author policy/technical documents
• Excellent organizational and time management skills conducive to working on multiple projects with concurrent and competing deadlines
• Ability to build analyze and interpret data sets

• Demonstrates consummate professionalism while representing Morgan Stanley when interfacing with Financial Advisors Home Office partners clients and external partners

• Proficient in all Microsoft Office applications: e.g. the ability to create a management deck with Powerpoint; the ability to use Excel to work with and analyze large data sets
• BA/BS degree in Finance or related field or similar work experience
• Series 7 license preferred or willingness to attain such license
• 3-8 years of experience preferred

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 thats differentiated and weve 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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).