WM Platforms Engagement & Adoption, AVP

Job description

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 positi...