Engagement & Adoption Specialist, Avp

Morgan Stanley

Purchase, USA
Base: $85,000 - $140,000 py; bonus/equity: not spe...
Drive e&a execution for roadmaps
Design e&a initiatives and campaigns
Develop and deploy digital tool campaigns
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

Job Summary

  • 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.
  • The position requires the ability to strategically plan initiatives, critically think / challenge convention, influence key stakeholders / senior mgmt. and assist in planning / managing programs from inception, through execution and to completion.
  • 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.

Matching Summary

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.

Salary

Base: $85,000 - $140,000 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • drive E&A execution for roadmaps
  • design E&A initiatives and campaigns
  • develop and deploy digital tool campaigns
  • data analysis and data-driven thinking
  • stakeholder influence and senior management interaction

Nice-to-have

  • critical thinking and challenging convention
  • SME expertise for platform/product space
  • strong working relationships with POs and PMO peers

Key Requirements

  • 3-5 years of industry work experience
  • Series 7 license (optional)
  • Strong working knowledge of Wealth Management
  • Project management experience
  • Strong communication skills
  • Exceptional organizational skills
  • Problem-solving skills

Work Rights

Not specified

Tailored Resume

Cover Letter