Practice Strategy Associate — AI-Driven Growth Programs

Morgan Stanley; Purchase (NY); On-site; USD 70,000 - 140,000; Full time

Job summary

Morgan Stanley is seeking a Practice Strategy Associate/AVP to support the Practice Strategy team in helping Financial Advisors drive efficiency, effectiveness and growth. The role will program manage initiatives and deliver high-quality advisor resources and events, in-person and virtual, focused on actionable ideas and tools.

You will design AI-enabled workflows, content, and governance for the Field, collaborate across teams, and help scale impact with data-driven insights.

Qualifications

• Bachelor's degree required.
• Two years+ related wealth management experience preferred.
• Understanding of Financial Advisor Practice Management themes.
• Exemplary communication and consulting skills required.
• Strong PowerPoint skills with ability to create polished, executive-ready presentations.
• Program/project management skills; ability to manage multiple workstreams, stakeholders, and deadlines.
• Comfort working with data/metrics; organized and analytical with strong attention to detail.
• Experience with content management processes and governance.
• Interest and aptitude in building AI agents/automation to improve team efficiency and scale impact.
• Ability to work collaboratively across teams and different stakeholders.

Responsibilities

• Field Program Management: manage programs advancing Practice Strategy initiatives, including planning, timelines, stakeholder coordination, speaker prep, and content creation.
• Content and Process: develop practice management content, design and build AI agents and automation to streamline workflows, and produce podcasts and governance of content.
• Field Engagement: project-manage strategic initiatives for target FA/FAA populations and support communications with Field Leaders and Advisors.

Skills

PowerPoint

Communication

Program management

Data analysis

Content management

AI/Automation interest

Team collaboration

Wealth management understanding

Executive communication

Education

Bachelor's degree

Job description

Morgan Stanley is seeking a Practice Strategy Associate/AVP to support the Practice Strategy team in helping Financial Advisors drive efficiency, effectiveness and growth. The role will program manage initiatives and deliver high-quality advisor resources and events, in-person and virtual, focused on actionable ideas and tools.

You will design AI-enabled workflows, content, and governance for the Field, collaborate across teams, and help scale impact with data-driven insights.