Wm Platforms Engagement & Adoption, Avp

Morgan Stanley

New York, United States
Base: $90,000 to $130,000 py; bonus/equity: commis...
On-site
Strategic planning for digital adoption campaigns
Data analysis to drive business kpis
Stakeholder management across technology and business
The role is responsible for translating strategic priorities into comprehensive field engagement campaigns to drive sustained adoption of digital tools

Job Summary

  • The role is responsible for translating strategic priorities into comprehensive field engagement campaigns to drive sustained adoption of digital tools.
  • Candidates must possess strong data analysis skills to capture field feedback and unlock insights that drive key business performance indicators.
  • Morgan Stanley offers a supportive environment with diverse teams, comprehensive benefits, and ample opportunities for career advancement.

Matching Summary

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

Salary

Base: $90,000 to $130,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses; Benefits: Comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • Strategic planning for digital adoption campaigns
  • Data analysis to drive business KPIs
  • Stakeholder management across technology and business
  • Project management of multiple simultaneous initiatives
  • Strong communication skills with senior leadership

Nice-to-have

  • Subject matter expertise in financial services technology
  • Proactive self-starter with critical thinking abilities
  • Experience in consulting or marketing sectors
  • Ability to iterate on digital tools based on feedback

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter