Marketing Strategy & Innovation, Associate

Morgan Stanley•Town/Village of Harrison, NY

3d•$57,000 - $115,000

About The Position

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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