Morgan Stanley-posted about 2 hours ago
$110,000 - $190,000/Yr
Full-time • Mid Level
New York, NY
5,001-10,000 employees

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.

  • 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)
  • 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
  • FINRA Securities Industry Essentials (SIE) credentials, a plus
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