Wm Platforms Engagement & Adoption, Avp

Morgan Stanley

Base: $90,000 - $130,000 py; bonus/equity: commiss...
Strategic planning for field engagement campaigns
Data analysis to unlock business insights
Stakeholder management across multiple departments
The role is responsible for translating Wealth Management Platforms strategic priorities into comprehensive field engagement campaigns to drive sustained adoption of digital tools

Job Summary

  • The role is responsible for translating Wealth Management Platforms strategic priorities into comprehensive field engagement campaigns to drive sustained adoption of digital tools.
  • Morgan Stanley offers an environment where teams are relentless collaborators and creative thinkers, supported by diverse backgrounds and experiences.
  • The position provides ample opportunity to move about the business for those who show passion and grit, alongside comprehensive employee benefits.

Matching Summary

The role is responsible for translating Wealth Management Platforms strategic priorities into comprehensive field engagement campaigns to drive sustained adoption of digital tools.

Salary

Base: $90,000 - $130,000 per year; Bonus/Equity: Commission, incentive compensation, discretionary bonuses, short and long-term incentive packages; Benefits: Comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • Strategic planning for field engagement campaigns
  • Data analysis to unlock business insights
  • Stakeholder management across multiple departments
  • Project management with competing deadlines
  • Strong communication skills at all levels

Nice-to-have

  • Proactive self-starter with strong work ethic
  • Critical thinker and solutions oriented
  • Desire to succeed in a collaborative environment
  • Ability to iterate on digital tool adoption
  • Subject matter expertise in wealth management

Key Requirements

  • 4-6 years of industry work experience
  • Series 7 and 24 licenses (optional)
  • Strong working knowledge of Wealth Management
  • Proficiency in Microsoft Excel, PowerPoint, Word, Project, Teams, SharePoint

Work Rights

Not specified

Tailored Resume

Cover Letter