Engagement & Adoption Specialist, AVP

Job description

Engagement & Adoption Specialist, AVP Wealth Management Platforms: Location: Purchase: 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) Supporting design, planning and execution of E&A initiatives / campaigns of 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 / managi...