Practice Strategy, Associate/AVP

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 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. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

The Practice Strategy Associate/AVP

Will be responsible for supporting the Practice Strategy team in helping Financial Advisors drive efficiency, effectiveness and growth. The role will provide program management across Practice Strategy initiatives and project manage strategic initiatives for various target populations in the Field. The Associate/AVP will be responsible for developing high-quality Advisor resources and agents, and delivering impactful practice management in-person and virtual programming focused on educating and equipping the Field actionable ideas and tools that drive growth.

Key Responsibilities

• Field Program Management
  • Support management of programs that advance Practice Strategy initiatives, with responsibilities including planning, managing timelines, stakeholder coordination, speaker preparation, studio and communication partner alignment, communication development and execution support.
  • Develop high-quality and dynamic program narratives and presentation content.
  • Leverage insights from program metrics to inform future events and deepen meaningful engagement.
• Content and Process
  • Development of comprehensive practice management content that informs and influences AI search results
  • Conceptualize, design and build AI agents and automation solutions both for the Field and for the Practice Strategy team, that streamline workflows, enhance existing tools and deliver a more efficient experience.
  • Production of Practice Strategy podcast, including content management, speaker prep and studio coordination
  • Oversee the curation, ongoing management and governance of Practice Strategy content, resources, agents and webpages.
  • Manage intake and fulfillment of ad hoc content requests from across the Practice Strategy team and other key partners.
• Field Engagement
  • Project manage strategic initiatives for various target FA and FAA populations in the Field.
  • Support communications and outreach to Field Leaders and Advisor populations in partnership with internal stakeholders to feature in select content, events and programming.

Knowledge And Skills Required

• 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 competing 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.

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 $140,000 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.