Morgan Stanley
Engagement & Adoption Specialist - Wealth Management Platforms - AVP
Morgan Stanley, Purchase, New York, United States, 10577
Engagement & Adoption Specialist - Wealth Management Platforms - AVP
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Position Summary 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.
The E&A Specialist will have two primary responsibilities - 1) Supporting design, planning and execution of E&A initiatives / campaigns on 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.
Key Responsibilities
Drive E&A execution for one or more Platform / Product Owner’s (POs) roadmaps.
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 including 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
Required Experience, Skills And Qualifications
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
What You Can Expect From Morgan Stanley We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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Position Summary 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.
The E&A Specialist will have two primary responsibilities - 1) Supporting design, planning and execution of E&A initiatives / campaigns on 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.
Key Responsibilities
Drive E&A execution for one or more Platform / Product Owner’s (POs) roadmaps.
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 including 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
Required Experience, Skills And Qualifications
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
What You Can Expect From Morgan Stanley We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
#J-18808-Ljbffr