WM Platforms Engagement & Adoption, AVP

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.

Key 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

Required Experience, Skills and Qualifications:

· 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

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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 a