Regional AI Enablement VP – Wealth Management

Morgan Stanley; Purchase (NY); On-site; USD 115,000 - 190,000; Full time

Job summary

Morgan Stanley Wealth Management seeks a Regional AI Specialist to drive AI adoption across the field, aligning AI initiatives with advisor growth, prospecting and client engagement. The role requires regional travel and partnership with field leadership, product teams and Home Office partners.

Responsibilities include leading practical education sessions, enabling campaigns, and translating AI capabilities into field-ready use cases such as client outreach and growth strategies.

Qualifications

• 7+ years of Wealth Management or related field‑facing experience.
• Bachelor’s degree in business, finance or related field.
• Proven ability to translate strategy into field execution.
• Strong communication and presentation skills.
• Willingness to travel across markets and branches.

Responsibilities

• Lead regional AI adoption and engagement plans.
• Deliver education sessions and training for advisors.
• Partner with leaders to align AI initiatives with growth priorities.
• Identify adoption barriers and capture field feedback.
• Collaborate with product, technology and risk teams.
• Support field campaigns, segmentation and client engagement.

Skills

Wealth management

Relationship management

Training enablement

Change management

Communication skills

Organizational skills

Travel readiness

Education

Bachelor's degree

Tools

Salesforce

Job description

Morgan Stanley Wealth Management seeks a Regional AI Specialist to drive AI adoption across the field, aligning AI initiatives with advisor growth, prospecting and client engagement. The role requires regional travel and partnership with field leadership, product teams and Home Office partners.

Responsibilities include leading practical education sessions, enabling campaigns, and translating AI capabilities into field-ready use cases such as client outreach and growth strategies.