WM Platforms Engagement & Adoption, AVP
About The Position
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world’s largest networks of Financial Advisors. MSWM 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 sits within Wealth Management Platforms (WMP) organization, which manages digital platforms and experiences across the Advisor-led, Workplace and Self-Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. Position Summary: The E&A team is responsible for helping advisors increase practice growth, efficiency and deepen client relationships through adoption of digital tools. The individual will translate WMP strategic priorities into comprehensive field engagement campaigns, driving sustained adoption across the firm’s differentiated platform. The position requires the ability to strategically plan, influence key stakeholders including senior management and manage strategic initiatives from inception through execution and to completion. The role also requires proficiency in data analysis and the ability to capture, consolidate and utilize field feedback to continually develop and iterate upon continued digital tool adoption. The individual is responsible for developing subject matter expertise for respective Platform leads and advising on strategic initiatives where required.
Requirements
- 4-6 years of industry work experience, preferably within financial services, consulting, or marketing
- Series 7 and 24 licenses (optional)
- Strong working knowledge of Wealth Management, Financial Advisory and Practice Management
- 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
- Highly skilled in Microsoft Excel, PowerPoint, Word, Project, Teams and SharePoint
- 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 with competing deadlines
Responsibilities
- Strategic Planning: Collaborate closely with product, business and technology stakeholders to understand objectives and develop / execute campaign strategies aimed at driving Financial Advisor (FA) and Support Professional (SP) adoption of Wealth Management Platforms’ digital tools
- Communication: Demonstrate and articulate effective communication across the field and senior management
- Stakeholder Management: Develop a strong working relationship with product, business, technology stakeholders
- Cross-Functional Partnerships: Maintain strong partnerships across home office business, technology and program management stakeholders, data analytics marketing, field service, field leadership
- Data Analysis: Data-driven strategy to unlock key insights and drive business KPIs
- Subject Matter Expertise: Possess a strong understanding of financial services technology, the wealth management industry, and the advisor-client experience
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
