Regional AI Strategy Lead, VP - Wealth Management

Morgan Stanley; Atlanta (GA); On-site; USD 115,000 - 190,000; Full time

Job summary

Morgan Stanley Wealth Management is seeking a Regional AI Specialist to drive AI adoption across the field—aligning with regional priorities and leadership. The role focuses on embedding AI into core workflows, training Financial Advisors, and enabling targeted campaigns with measurable outcomes across client engagement and growth initiatives.

The ideal candidate has 7+ years of wealth management experience, strong relationship skills, and the ability to translate complex AI concepts into

Qualifications

• Wealth Management knowledge and ability to build trusted relationships across Financial Advisors, Support Professionals, Field Leadership, and Home Office partners.
• Experience in field education, adoption, training, enablement, change management, product rollout, or a related field-facing role.
• Ability to translate strategic priorities, emerging capabilities, 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 or regions.
• Comfort with ambiguity, quick learning, and adapting approach by audience.
• Strong judgment, professionalism, and ability to operate in a regulated environment.
• 7+ years of relevant experience in Wealth Management, financial services, field education, adoption, enablement, product rollout, change management, or a related field-facing role; VP-level experience or equivalent leadership exposure preferred.
• Bachelor's degree required, preferably in business, communications, finance, education, technology, organizational development, or a related field.

Responsibilities

• Regional Relationship Management: Serve as a regional point of contact for strategic initiative engagement and adoption across Wealth Management.
• Partner with Regional, Market, and Branch Leadership to understand local business priorities, readiness, field needs, and adoption barriers.
• Build trusted relationships with Financial Advisors, Support Professionals, Field Leadership, Home Office partners, product teams, and subject matter experts.
• Translate firmwide AI and business development priorities into region-specific engagement plans aligned to local operating rhythms.
• Gather field feedback, identify recurring themes, and elevate issues, questions, or product gaps to the appropriate partners.

Skills

Wealth Management knowledge

Relationship management

Communication skills

Training / enablement

Change management

Execution discipline

Strategic thinking

Education

Bachelor's degree

Tools

Salesforce

Job description

Morgan Stanley Wealth Management is seeking a Regional AI Specialist to drive AI adoption across the field—aligning with regional priorities and leadership. The role focuses on embedding AI into core workflows, training Financial Advisors, and enabling targeted campaigns with measurable outcomes across client engagement and growth initiatives.

The ideal candidate has 7+ years of wealth management experience, strong relationship skills, and the ability to translate complex AI concepts into