Engagement & Adoption Specialist, AVP

Morgan Stanley•Purchase, NY

15h•$85,000 - $140,000

About The Position

Engagement & Adoption Specialist, AVP Wealth Management Platforms Location: Purchase Morgan Stanley Wealth Management (WM) provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.Engagement and Adoption (E&A) sits within Wealth Management Platforms (WMP) within the Wealth Management organization. The E&A function provides a range of customized campaigns and techniques to help Financial Advisors and their teams develop their practices, deepen client relationships and drive growth through the adoption of digital tools.Position Summary:The E&A Specialist will have two primary responsibilities - 1) Supporting design, planning and execution of E&A initiatives / campaigns of behalf of Platform / Product Owners and 2) assisting in driving sustained adoption through development and deployment of organic, digital tool campaigns. The position requires the ability to strategically plan initiatives, critically think / challenge convention, influence key stakeholders / senior mgmt. and assist in planning / managing programs from inception, through execution and to completion. The role also requires proficiency in data analysis / data driven thinking and the ability to capture, consolidate and use feedback to continually develop and iterate upon success, outcomes and continued adoption. In the support capacity the individual is responsible for developing SME expertise for respective Platform / Product space and provide input to strategic initiatives where required.

Requirements

3-5 years of industry work experience, preferably within financial services, wealth management or marketing
Series 7 license (optional)
Strong working knowledge of Wealth Management, Financial Advisory and Practice mgmt.
Strong attention to detail with project management experience demonstrating the ability to simultaneously keep multiple campaigns or projects on track.
Strong written, verbal and interpersonal communication skills
Ability to communicate and interact effectively with all levels of management
Exceptional organizational, problem-solving, and project management skills
Must be highly motivated with a strong work ethic and a desire to succeed
Proactive, self-starter, critical thinker, decisive, solutions and detail oriented
Be able to manage projects and relationships across multiple departments and coinciding deadlines

Responsibilities

Drive E&A execution for one or more Platform / Product Owner's (POs) roadmaps.
For each roadmap release impacting Advisors and their teams - Design E&A initiatives / campaigns to drive adoption of Wealth Management Platforms
Define and agree rollout approach in partnership with Platform SMEs
Partner with data function to support decision making / identification of target populations and deliver ROI / reporting
Engage organizational teams, councils and Field partners to agree capacity / launch readiness
Lead socialization / sign-off with POs / senior mgmt.
Lead planning / execution of campaign inc. readying / managing Partners to deliver communications, marketing, training and support
Manage CRC / AEM process for workstream
Drive sustained, ongoing adoption of WMPs (outside of release roadmaps) through developing campaigns grounded in qualitative and quantitative data and leveraging partner's feedback / Book of Work
Develop a strong working relationship with POs reflected in ability to operate as a Platform SME
Provide timely Senior Mgmt updates where required
Mobilize and sustain strong working relationship with PMO peers
Submit / support content, updates and collateral into partnership priorities and programs (such as Practice Activation and Voice of the Field)
Provide additional support, upskilling, and coverage where required