AI Field Enablement Associate – Wealth Management

Socket.dev; New York (NY); Hybrid; USD 70,000 - 115,000; Full time

Job summary

Morgan Stanley Wealth Management seeks a Field Education & Adoption AI Associate to educate and drive adoption of AI tools across the nationwide field network. This hybrid, field-facing role emphasizes practical coaching, relationship-building, and timely follow-up to surface use cases that boost client engagement and growth.

The role requires AI curiosity or fluency, strong organization, and the ability to collaborate with Regional AI Specialists, Financial Advisors, and Home Office partners in

Qualifications

• Experience or strong interest in AI, digital enablement, field education, adoption, or change management.
• Working knowledge of AI concepts, productivity use cases, workflow support, and responsible AI considerations.
• Strong verbal communication, relationship-management, organization, and follow-up skills.
• Ability to build trust with field management, Financial Advisors, Support Professionals, Regional AI Specialists, and Home Office partners.
• Comfort working with ambiguity, learning quickly, adapting to feedback, and operating with strong judgment in a regulated environment.
• Willingness to work in a hybrid model, including in-person engagement in Purchase and partial travel as needed.
• 2–3+ years of relevant experience in Wealth Management, financial services, field education, adoption, enablement, product rollout, change management, or a related field-facing role.
• Bachelor’s degree required.

Responsibilities

• Support Regional AI Specialists in driving awareness, education, and adoption of AI tools across Wealth Management field audiences.
• Engage directly with managers, Financial Advisors, Support Professionals, and Regional AI Specialists in hybrid settings to reinforce practical AI use cases, answer questions, gather feedback, and support consistent adoption across markets.
• Help field users understand AI concepts, capabilities, limitations, and responsible-use expectations through practical conversations and real-time support.
• Support field teams in applying AI tools to day-to-day workflows through live conversations, branch or market engagement, office hours, coaching moments, and targeted follow-up.
• Partner with Regional AI Specialists and field teams to identify AI-enabled business development opportunities, including use cases that help Financial Advisors prioritize prospects, prepare for client conversations, personalize outreach, strengthen follow-up, and scale growth-focused best practices across the firm.
• Innovation Enablement & Emerging Topics Support: advance topics beyond AI, including Digital Assets, E*TRADE, and new product capabilities, bringing topics into practical field conversations.

Skills

AI familiarity

Communication

Relationship management

Adaptability

Wealth management experience

Hybrid work readiness

Education

Bachelor’s degree

Job description

Morgan Stanley Wealth Management seeks a Field Education & Adoption AI Associate to educate and drive adoption of AI tools across the nationwide field network. This hybrid, field-facing role emphasizes practical coaching, relationship-building, and timely follow-up to surface use cases that boost client engagement and growth.

The role requires AI curiosity or fluency, strong organization, and the ability to collaborate with Regional AI Specialists, Financial Advisors, and Home Office partners in