Regional AI Enablement VP, Wealth Management

Morgan-Stanley; Town of Islip (NY); Vor Ort; USD 115.000 - 190.000; Vollzeit

Zusammenfassung

Morgan Stanley Wealth Management seeks a Regional AI Specialist to drive AI adoption across the field, aligning with Financial Advisors, field leadership, and Home Office. The role embeds AI into core workflows, develops region-specific engagement plans, and travels across markets to implement practical use cases tied to advisor growth.

You will lead education sessions, support deployment of AI capabilities, and work with product, technology, and risk teams to translate strategic priorities into

Qualifikationen

• Extensive Wealth Management experience and ability to build trusted relationships.
• Experience in field education, adoption, training, enablement, and product rollout.
• Ability to translate priorities into practical field execution.

Aufgaben

• Serve as regional contact for strategic initiative engagement and adoption.
• Partner with leadership to understand local priorities, readiness, and adoption barriers.
• Lead practical education sessions, workshops, and coaching for Advisors and Field Leaders.
• Translate firm AI and business priorities into region-specific engagement plans.
• Identify adoption barriers, capture feedback, and scale effective practices across markets.

Kenntnisse

Wealth Management

Relationship management

Training & enablement

Change management

Communication

Cross-functional collaboration

Ausbildung

Bachelor's degree

Tools

Salesforce

Jobbeschreibung

Morgan Stanley Wealth Management seeks a Regional AI Specialist to drive AI adoption across the field, aligning with Financial Advisors, field leadership, and Home Office. The role embeds AI into core workflows, develops region-specific engagement plans, and travels across markets to implement practical use cases tied to advisor growth.

You will lead education sessions, support deployment of AI capabilities, and work with product, technology, and risk teams to translate strategic priorities into