Operations Enablement Associate

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic.

Operations Enablement Associate role to support multiple operational pillars within Wealth Management’s National Advisor Recruiting team. The primary responsibilities will be to serve as a central coordination point across platform management, internal website maintenance, external partnerships and event coordination. The ideal candidate is a proactive problem solver with strong technology aptitude, leans into learning new systems and the ability to collaborate effectively with internal partners, external vendors and field stakeholders.

This is a role that requires attention to detail and the ability to manage multiple priorities in a fast-paced environment.

• Serve as primary team liaison with external platform partners and internal CRM application team
• Manage new user onboarding, access management, training and issue resolution for internal stakeholders
• Monitor usability metrics and user experience

• Maintain the team’s internal website and manage content publication
• Collaborate with Marketing, Communications and Compliance to create, approve and promote the release of new or refreshed content

• Work in close partnership with Procurement to coordinate contract-related deliverables including contract initiation, onboarding and invoice payments
• Manage lead submission intake, pipeline tracking and conflict resolution processes
• Support coordination of webinars and off‑site meetings

• Provide event planning support for Morgan Stanley Advisor VIP meetings
• Work with stakeholders to build agenda, coordinate speakers and secure event space to ensure a best‑in‑class experience for visiting advisors

• Minimum 5 years in operations support role in Wealth Management or related industry
• Bachelor’s degree required
• Experience updating website content, with basic understanding of HTML or web formatting preferred
• Working knowledge of CRM systems like Salesforce, with experience building reports and dashboards preferred
• Experience coordinating events or supporting multi‑phased projects
• Experience working with vendor management systems like SAP or ARIBA
• Proficiency using Microsoft 365 applications including PowerPoint, Excel, SharePoint, Forms and Co‑Pilot

• Strong organizational, project management and analytical skills
• Must be a self‑starter and a quick learner, able to prioritize multiple projects and complete deliverables in a timely manner with exceptional attention to detail
• Strong written and verbal communication skills with the ability to simplify complex information, draft clear process documentation and additional support materials
• Demonstrated ability in learning new technology and problem solving
• Team orientated with ability to build strong relationships across internal teams and external partners

We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 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 teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and…