Engagement & Adoption Specialist, Avp

Morgan Stanley

Purchase, United States
Base: $85,000 - $140,000 py; bonus/equity: not spe...
Drive adoption of digital tools
Strategic planning and execution
Data analysis and driven thinking
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.
  • At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.

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 adoption of digital tools
  • strategic planning and execution
  • data analysis and driven thinking
  • stakeholder influence and management
  • program management from inception to completion

Nice-to-have

  • critical thinking and challenging convention
  • strong work ethic and desire to succeed
  • proactive self-starter
  • solutions and detail oriented

Key Requirements

  • 3-5 years of industry work experience
  • Series 7 license (optional)
  • Strong working knowledge of Wealth Management
  • Project management experience

Work Rights

Not specified

Tailored Resume

Cover Letter