PWM Field Engagement Associate

Morgan Stanley; New York (NY); On-site; USD 70,000 - 115,000; Full time

Job summary

Morgan Stanley's PWM Client Service and Operations (CSO) team seeks a skilled program manager to support field engagement and adoption across CSO programs in Private Wealth Management.

You will coordinate trainings, designation launches, and quarterly business reviews, while partnering with stakeholders across PWM, Compliance, and Legal to ensure policy adherence and effective communications. The role offers collaboration across teams and growth opportunities.

Qualifications

• Bachelor’s degree required.
• 3+ years of relevant experience in financial services.
• Ability to obtain required securities licenses.
• Demonstrated strong compliance mindset and track record.

Responsibilities

• Drive engagement with PWM Service Professionals through training sessions and role-based cohorts.
• Manage recurring meeting cadences and content, including First Take and Analyst Connect series.
• Execute daily program management activities for the PWM Certified designation program.
• Identify process improvement opportunities and partner with stakeholders to implement enhancements.
• Draft, maintain, and update program policies; flag gaps with Legal, Risk, and Compliance as needed.
• Serve as a resource to Advisors, Service Professionals, and Branch Management; connect stakeholders to PWM partners.
• Coordinate internal designation launches with Field Services and support broader field-facing initiatives.
• Prepare and coordinate quarterly business review materials for senior management.
• Provide regular updates to senior PWM Home Office leadership; develop leadership-ready decks.
• Develop and maintain PowerPoint presentations with clear narratives and high visual standards; ensure policy adherence.

Skills

Strong written and verbalcommunication

PowerPoint

Microsoft Excel

Attention to detail

Compliance mindset

Knowledge of financial products

AI-enabled tools (Copilot)

Education

Bachelor's degree

Tools

Copilot/AI tools

Job description

Role Summary

The PWM Client Service and Operations (CSO) team is a home office team delivering segmented service for Private Wealth Management’s largest and most complex clients and advisors. The CSO team partners across platform, control partners, Field Service and Operations in driving segmentation. In this role, you will support field engagement and adoption across key CSO field engagement programs, including role‑based cohorts and proprietary information series (e.g., PWM/IWM First Take), while partnering closely with stakeholders across PWM and Wealth Management.

Key Responsibilities

• Drive engagement with PWM Service Professionals through topical training sessions and role‑based cohorts.
• Manage recurring meeting cadences and content, including the First Take and Analyst Connect series.
• Execute daily program support and program management activities across the PWM Certified designation program.
• Identify process improvement opportunities and partner with stakeholders to implement enhancements.
• Draft, maintain, and update program policies and procedures; elevate potential gaps and partner with Legal, Risk, and Compliance as needed.
• Serve as a resource to Advisors, Service Professionals, and Branch Management; connect stakeholders to the appropriate Wealth Management partners.
• Coordinate internal designation launches with Field Services and support broader field‑facing initiatives.
• Prepare and coordinate quarterly business review materials for senior management.
• Provide regular updates to senior PWM Home Office leadership.
• Develop and maintain senior leadership‑ready strategy decks and presentations (PowerPoint), translating complex program updates into clear, thoughtful, and creative narratives; ensure high‑quality visual standards, message discipline, and consistency across materials.
• Ensure adherence to applicable industry rules, regulations, and firm policies.

Qualifications

• Bachelor’s degree required.
• 3+ years of relevant experience in financial services (or related experience).
• Ability to obtain required securities license(s), as applicable.
• Demonstrated strong compliance mindset and track record.

Skills & Competencies

• Strong written and verbal communication skills.
• Advanced PowerPoint skills, including building and editing complex decks (storyboarding, executive‑ready formatting, and translating complex content into clear visuals).
• Proficiency in Microsoft Excel.
• Strong attention to detail and ability to manage multiple priorities in a fast‑paced environment.
• Interest in learning and applying compliance rules, regulations, and firm policies.
• Knowledge of financial products and the financial services industry.
• Comfortable leveraging AI‑enabled tools (e.g., agents, Copilot) to improve productivity and execution.

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.