Marketing Strategy & Innovation, Associate
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 an entry-level colleague to join the Wealth Management Integrated Marketing Strategy team, reporting to the Head of Cross-Segment Marketing and Initiatives. In this role, you will flex across all areas of this team including, Wealth Management value proposition, virtual client events, rewards and innovation-related initiatives.
Requirements
- 2-3 years in direct or adjacent financial services marketing experience
- Experience and proficiency in basic agent building and effective prompt architecture
- 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
Nice To Haves
- FINRA Securities Industry Essentials (SIE) credentials, a plus
Responsibilities
- Provide support across the team for 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
- Trustworthy with the ability to 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 AI agents with little direction as well as help colleagues build their own self-serve agents for testing and experimentation
- Track KPIs for success in the Wealth Management Cross-Segment Strategy team, in partnership with leaders and business partners
- Support executive updates on progress against strategic programs, team successes, as well as opportunities for improvement
- Architect prompt-a-thons, prompt libraries, and overall AI literacy
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
