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.
Position Summary:
The E&A Specialist will have two primary responsibilities - 1) Leading design, planning and execution of E&A initiatives / campaigns of behalf of Platform / Product Owners and 2) 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 plan / manage 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.
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Key Responsibilities:
- Drive E&A execution for one or more Platform / Product Owner's (POs) roadmaps. For each roadmap release impacting Advisors and their teams -
- 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 drive 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 inc. 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 partners feedback / BoW
- 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 ACE and VoTF)
- Provide junior support, upskilling, leadership and coverage where required
Required Experience, Skills and Qualifications:
- 4-5 years of industry work experience, preferably within financial services, wealth mgmt or marketing
- Series 7 and 24 licenses (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
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).
Expected base pay rates for the role will be between $85,000 and $135,000 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.
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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.
We're committed to bringing passion and customer focus to the business.
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).