AI Enablement Associate

Morgan Stanley • Purchase, NY

1d • $58,000 - $115,000 • Onsite

About The Position

The Wealth Management GenAI Team is a dynamic and innovative department that serves as a center of AI enablement across Wealth Management. The team is responsible for deploying advanced tools, platforms, and solutions that utilize generative artificial intelligence to optimize business processes. We oversee content creation, management, and governance to ensure the highest content quality for our AI system to utilize. The team is committed to fostering a culture of continuous learning and evolution in this rapidly changing space.

Requirements

• 2–5+ years of experience in financial services, consulting, operations, technology, product, or change management roles.
• Exposure to Wealth Management, Financial Advisors, or client‑facing teams preferred.
• Bachelor’s degree required.
• Strong interest in AI, automation, and workflow improvement in a regulated environment.
• Demonstrated ability to manage multiple tasks, coordinate stakeholders, and execute reliably.
• Strong analytical, written, and verbal communication skills.
• Execution and follow‑through.
• Curiosity and learning mindset around AI and emerging technologies.
• Structured problem solving.
• Stakeholder coordination and teamwork.
• Clear communication and documentation.
• Adaptability in ambiguous, fast‑moving environments.
• Ability to translate complex technical solutions to a non-technical audience.

Responsibilities

• Support the rollout and scaling of approved AI tools and AI Agents across Financial Advisor and WM teams.
• Assist in delivering hands‑on engagement, including workflow walkthroughs, office hours, and training sessions with Financial Advisors and their teams.
• Help document advisor workflows, pain points, and use cases, and translate them into clear requirements and adoption materials.
• Coordinate day‑to‑day activities for adoption initiatives, including scheduling, content preparation, tracking actions, and follow‑ups.
• Contribute to the creation and maintenance of adoption assets such as how‑to guides, prompt libraries, use‑case catalogs, and training materials.
• Support deployment, testing, and iteration of AI Agents and automation solutions alongside product and engineering partners.
• Collect and synthesize user feedback to identify adoption gaps, enhancement opportunities, and common issues.
• Help track adoption metrics and usage trends; assist in preparing summaries and reports for senior stakeholders.
• Collaborate with cross‑functional partners including product, engineering, legal, risk, compliance, and WM business teams to ensure smooth execution.
• Support field activation programs such as champions/captains networks, agent jams, prompt‑a‑thons, and training events.

Benefits

• Ample opportunity to move about the business for those who show passion and grit in their work.
• Attractive and comprehensive employee benefits and perks in the industry.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level