Regional AI Enablement VP for Wealth Management

Morgan Stanley; Town/Village of Harrison (NY); Vor Ort; USD 115.000 - 190.000; Vollzeit

Zusammenfassung

Morgan Stanley is seeking a Regional Relationship Manager to engage Wealth Management initiative adoption across regions. You will partner with leadership to align on local priorities, build trusted relationships with advisors and office teams, and translate firmwide AI and product priorities into region-specific engagement plans.

You will lead education sessions and enablement activities for Financial Advisors and Field Leadership, supporting adoption of AI tools, Salesforce, and related

Qualifikationen

• Strong Wealth Management knowledge across Financial Advisors, Support Professionals, Field Leadership, and Home Office partners.
• Experience in field education, adoption, training, enablement, change management, or product rollout in a field-facing role.
• Ability to translate strategic priorities and complex topics into practical field execution.
• Strong communication, facilitation, and presentation skills.
• Highly organized with strong follow-up discipline and ability to manage multiple priorities across markets/regions.

Aufgaben

• Serve as regional contact for strategic initiative engagement and adoption across Wealth Management.
• Partner with leadership to understand local priorities, readiness, field needs, and adoption barriers.
• Build trusted relationships with advisors, field leadership, and home office partners.
• Translate firmwide AI and business development priorities into region-specific engagement plans.
• Lead education sessions, workshops, and training for Advisors and leadership.
• Support adoption across AI, digital assets, product rollouts, and field communications.
• Help field teams apply AI to day-to-day workflows and client outreach.
• Identify opportunities tied to AI initiatives to drive outreach and engagement.
• Develop adoption strategies by audience, including awareness, activation, reinforcement, and coaching.

Kenntnisse

Wealth Management knowledge

Relationship building

Communication & presentation

Training & enablement

Change management

Organizational skills

Regulated environment experience

Strategic facilitation

Cross-functional collaboration

Leadership exposure

Ausbildung

Bachelor's degree

Tools

Salesforce

Jobbeschreibung

Morgan Stanley is seeking a Regional Relationship Manager to engage Wealth Management initiative adoption across regions. You will partner with leadership to align on local priorities, build trusted relationships with advisors and office teams, and translate firmwide AI and product priorities into region-specific engagement plans.

You will lead education sessions and enablement activities for Financial Advisors and Field Leadership, supporting adoption of AI tools, Salesforce, and related