Field Education & Adoption AI Associate

711 MS Smith Barney, LLC; 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 capabilities across its nationwide field network of Financial Advisors and leadership. The role collaborates with Regional AI Specialists, field managers, and Home Office to translate AI concepts into practical, compliant workflows.

The position is hybrid, requires relationship-building across branch and office environments, and includes in-person engagement in Purchase with

Qualifications

• Experience or strong interest in AI, digital enablement, field education, adoption, or change management.
• Knowledge of AI concepts, productivity use cases, workflow support, and responsible AI.
• Strong communication, relationship management, organization and follow-up skills.
• Ability to build trust with field leadership, advisors, and Home Office partners.
• Comfort with ambiguity and quick learning in a regulated environment.
• Hybrid work willingness with in-person engagement in Purchase and travel as needed.
• 2–3+ years in Wealth Management, financial services, field education, or related role.

Responsibilities

• Support Regional AI Specialists in driving awareness, education, and adoption of AI tools across field audiences.
• Engage with managers, Financial Advisors, and staff to reinforce practical AI use cases and gather feedback.
• Explain AI concepts, capabilities, limitations, and responsible-use expectations through real-time coaching.
• Assist field teams in applying AI tools to daily workflows via branch engagements and office hours.
• Identify AI-enabled business development opportunities and help scale best practices across the firm.
• Help connect AI adoption to growth opportunities and improved client follow-up and engagement.
• Contribute to pilots, rollouts, and training sessions for innovative initiatives and field education.

Skills

AI concepts

change management

education adoption

relationship management

communication

hybrid collaboration

ambiguous environments

Education

Bachelor’s degree

Job description

Morgan Stanley Wealth Management is seeking a Field Education & Adoption AI Associate to support the education, engagement, and adoption of Artificial Intelligence capabilities across the Wealth Management field — our nationwide network of Financial Advisors and field management teams.

This role will sit within the Field Education & Adoption Team and will focus on helping Regional AI Specialists, Field Leadership, Financial Advisors, and Support Professionals understand, apply, and adopt AI tools in practical, consistent, and compliant ways. This is a hands‑on, hybrid, field‑facing role for someone who is highly organized, AI‑curious or AI‑fluent, and comfortable building relationships across branch, market, regional, and Home Office audiences.

The successful candidate will spend meaningful time engaging directly with managers, Financial Advisors, Support Professionals, Regional AI Specialists, and Home Office partners to understand how work gets done, surface practical use cases, strengthen connectivity between the field and national teams, and support adoption through real‑time coaching, feedback, and follow‑through. The role will also help connect AI adoption to business development by surfacing practical ways Financial Advisors and field teams can use AI to identify opportunities, deepen client engagement, improve follow‑up, and support growth‑oriented activities for the firm.

Key Responsibilities

AI Field Enablement & Adoption Support

• 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 the Field Education & Adoption Team in advancing broader innovative and strategic Wealth Management topics beyond AI, including Digital Assets, E*TRADE, new product capabilities, emerging technology tools, and other priority initiatives as they arise.
• Partner with Regional AI Specialists and Home Office subject matter experts to bring emerging topics into practical field conversations and relationship‑based follow‑up.
• Help Regional AI Specialists engage field audiences with relevant use cases, workflow examples, anticipated questions, and follow‑up tailored to Financial Advisors, Support Professionals, and Field Leadership.
• Assist with pilots, rollouts, office hours, training sessions, and feedback loops for innovative initiatives that require field education, behavior change, or consistent national execution.
• Strengthen connectivity between field teams and Home Office partners by elevating adoption barriers, success stories, and relationship‑driven opportunities through ongoing dialogue.
• Remain flexible and curious in learning new Wealth Management capabilities quickly, with the ability to discuss evolving topics clearly with field users.

Required Qualifications

• Experience or strong interest in AI, emerging technology, 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.

Preferred Qualifications

• Experience in Wealth Management, financial services, brokerage, banking, field management, operations, product enablement, or advisor/team support.
• Familiarity with AI implementation concepts workflow automation, AI agents, or knowledge retrieval.
• Experience supporting pilots, rollouts, adoption programs, or change‑management initiatives.
• Strong facilitation skills, including experience supporting in‑person or virtual workshops, demos, office hours, or training sessions.
• Experience listening to field feedback, identifying common adoption barriers, and helping connect the right partners to resolve them.
• Series 7 or other relevant licenses/certifications a plus.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY

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 teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $70,000 and $115,000 per year] at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross‑section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first‑class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading‑edge solutions—and in the ability of capital to work for the benefit of all society.