Wm Platforms Engagement & Adoption, Avp

Morgan Stanley

Base: $90,000 - $130,000 py; bonus/equity: not spe...
Strategic planning and execution
Field engagement campaigns
Digital tool adoption
The E&A team is responsible for helping advisors increase practice growth, efficiency and deepen client relationships through adoption of digital tools

Job Summary

  • The E&A team is responsible for helping advisors increase practice growth, efficiency and deepen client relationships through adoption of digital tools.
  • The individual will translate WMP strategic priorities into comprehensive field engagement campaigns, driving sustained adoption across the firm’s differentiated platform.
  • 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 team is responsible for helping advisors increase practice growth, efficiency and deepen client relationships through adoption of digital tools.

Salary

Base: $90,000 - $130,000 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Strategic planning and execution
  • Field engagement campaigns
  • Digital tool adoption
  • Stakeholder influence
  • Data analysis and insights
  • Financial advisor experience

Nice-to-have

  • Collaborative and creative thinkers
  • Desire to succeed
  • Proactive and self-starter

Key Requirements

  • 4-6 years industry work experience
  • Series 7 and 24 licenses (optional)
  • Project management experience
  • Proficiency in Microsoft Excel, PowerPoint, Word, Project, Teams and SharePoint

Work Rights

Not specified

Tailored Resume

Cover Letter