AI Enablement Associate

Job Summary
:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The AI Enablement Associate will support the rollout and scaling of AI tools across Wealth Management teams, assist in documentation and training, and collaborate with cross-functional partners to ensure smooth execution of adoption initiatives.

Responsibilities
:

• Support the rollout and scaling of approved AI tools and AI Agents across Financial Advisor and WM teams.

• Assist in delivering hands‑on engagement, including workflow walkthroughs, office hours, and training sessions with Financial Advisors and their teams.

• Help document advisor workflows, pain points, and use cases, and translate them into clear requirements and adoption materials.

• Coordinate day‑to‑day activities for adoption initiatives, including scheduling, content preparation, tracking actions, and follow‑ups.

• Contribute to the creation and maintenance of adoption assets such as how‑to guides, prompt libraries, use‑case catalogs, and training materials.

• Support deployment, testing, and iteration of AI Agents and automation solutions alongside product and engineering partners.

• Collect and synthesize user feedback to identify adoption gaps, enhancement opportunities, and common issues.

• Help track adoption metrics and usage trends; assist in preparing summaries and reports for senior stakeholders.

• Collaborate with cross‑functional partners including product, engineering, legal, risk, compliance, and WM business teams to ensure smooth execution.

• Support field activation programs such as champions/captains networks, agent jams, prompt‑a‑thons, and training events.

• Expected travel: within US, up to 80%, based on business needs.

Qualifications
:
Required
:

• 2–5+ years of experience in financial services, consulting, operations, technology, product, or change management roles.

• Bachelor’s degree required.

• Strong interest in AI, automation, and workflow improvement in a regulated environment.

• Demonstrated ability to manage multiple tasks, coordinate stakeholders, and execute reliably.

• Strong analytical, written, and verbal communication skills.

• Execution and follow‑through.

• Curiosity and learning mindset around AI and emerging technologies.

• Structured problem solving.

• Stakeholder coordination and teamwork.

• Clear communication and documentation.

• Adaptability in ambiguous, fast‑moving environments.

• Ability to translate complex technical solutions to a non-technical audience.

Preferred
:

• Exposure to Wealth Management, Financial Advisors, or client‑facing teams preferred.

Company
:

Morgan Stanley is a financial services company that offers securities, asset management, and credit services. Founded in 1935, the company is headquartered in New York, USA, with a team of 10001+ employees. The company is currently Late Stage.