Cross-Segment Marketing Strategy & Innovation, Vice President
About The Position
Wealth Management Marketing at Morgan Stanley drives growth by enhancing brand awareness, consideration, and conversion across client segments: self-directed (ETRADE), employer programs (Morgan Stanley at Work), and advised relationships via Financial Advisors. The Integrated Marketing Strategy team delivers integrated, differentiated, and impactful marketing programs that scale all client segments. About the Role We are seeking a colleague to join the Wealth Management Integrated Marketing Strategy team, reporting to the Head of Cross-Segment Marketing and Innovation. In this role, you will work across the cross-segment marketing team and work on projects including: virtual client events, rewards program, marketing governance, and AI initiatives.
Requirements
- 5-7 years experience in marketing, technology, and/or AI
- Experience and proficiency in basic agent building and effective prompt architecture
- Natural passion for AI and voracious learner on AI trends and info-sharing
- Bridge builder with ability to work across teams, build relationships and trust
- Self-motivated and detail-oriented, with the ability to thrive in complex business environments
- Strong executive presence with flawless interpersonal, written and presentation communication skills
- Excellent organizational and analytical capabilities
- Strong knowledge of AI landscape
Nice To Haves
- FINRA Securities Industry Essentials (SIE) credentials, a plus
Responsibilities
- Drive programs across the team inclusive of virtual client events, rewards, cross-segment marketing ad-hoc projects (e.g., specialty segments) and AI and innovation-related initiatives
- Be a natural self-starter and serve as the master connector to drive cross-segment initiatives forward
- Foster strong, trusted and deep relationships and partnerships across Procurement and Sourcing, Legal, Compliance, Risk, Technology Business Development, Analytics & Data, Technology and Marketing colleagues
- Build and maintain an integrated innovation transformation roadmap, with clear milestones and outcomes, aligned across Product, Data, Technology, and Marketing teams and successfully project manage to completion
- Define and track KPIs for AI success in the Wealth Management Marketing team, in partnership with leaders and business partners
- Partner with teams to reimagine workflows with AI to eliminate bottlenecks and unlock ROI
- Partner with colleagues within the team and provide counsel to drive upskilling and adoption of AI related competencies (e.g., prompt-a-thons, prompt libraries, agent building, overall AI usage in everyday roles)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
