Engagement & Adoption Specialist, AVP

Wealth Management Platforms

Location:

Purchase

Morgan Stanley Wealth Management (WM) provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. Engagement and Adoption (E&A) sits within Wealth Management Platforms (WMP) within the Wealth Management organization. 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 E&A Specialist will have two primary responsibilities: supporting design, planning and execution of E&A initiatives and campaigns on behalf of Platform/Product Owners and assisting in driving sustained adoption through development and deployment of organic, digital tool campaigns. The position requires strategic planning, critical thinking, stakeholder influence, data‑driven decision making, and the ability to capture and use feedback for continuous improvement.

The individual will develop SME expertise for respective Platform/Product space and provide input to strategic initiatives where required.

• Drive E&A execution for one or more Platform/Product Owner(s) roadmaps.
• Design E&A initiatives/campaigns to drive adoption of Wealth Management Platforms.
• Define and agree rollout approach in partnership with Platform SMEs.
• Partner with data function to support decision making, identify target populations and deliver ROI/reporting.
• Engage organizational teams, councils and Field partners to agree capacity/launch readiness.
• Lead socialization/sign‑off with POs/senior management.
• Lead planning/execution of campaign, including readying and managing Partners to deliver communications, marketing, training and support.
• Manage CRC/AEM process for workstream.
• Drive sustained, ongoing adoption of WMPs (outside of release roadmaps) through developing campaigns grounded in qualitative and quantitative data and leveraging partner feedback/Book of Work.
• Develop a strong working relationship with POs reflected in the ability to operate as a Platform SME.
• Provide timely Senior Management updates where required.
• Mobilize and sustain strong working relationship with PMO peers.
• Submit/support content, updates and collateral into partnership priorities and programs (such as Practice Activation and Voice of the Field).
• Provide additional support, upskilling, and coverage where required.

• 3–5 years of industry work experience, preferably within financial services, wealth management or marketing.
• Series 7 license (optional).
• Strong working knowledge of Wealth Management, Financial Advisory and Practice management.
• Strong attention to detail with project management experience demonstrating the ability to simultaneously keep multiple campaigns or projects on track.
• Strong written, verbal and interpersonal communication skills.
• Ability to communicate and interact effectively with all levels of management.
• Exceptional organizational, problem‑solving, and project management skills.
• Must be highly motivated with a strong work ethic and a desire to succeed.
• Proactive, self‑starter, critical thinker, decisive, solutions and detail‑oriented.
• Be able to manage projects and relationships across multiple departments and coinciding deadlines.

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

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. Our…