Wealth Management Marketing at Morgan Stanley drives growth by enhancing brand awareness, consideration, and conversion across client segments: self-directed (E*TRADE), employer programs (Morgan Stanley at Work), and advised relationships via Financial Advisors. The Integrated Marketing Strategy team delivers integrated, differentiated, and impactful marketing programs that scale all client segments.

About the Role

We are seeking a colleague to join the Wealth Management Integrated Marketing Strategy team, reporting to the Head of Cross-Segment Marketing and Innovation. In this role, you will work across the cross-segment marketing team and work on projects including: virtual client events, rewards program, marketing governance, and AI initiatives.

Responsibilities:

• Drive programs across the team inclusive of virtual client events, rewards, cross-segment marketing ad-hoc projects (e.g., specialty segments) and AI and innovation-related initiatives
• Be a natural self-starter and serve as the master connector to drive cross-segment initiatives forward
• Foster strong, trusted and deep relationships and partnerships across Procurement and Sourcing, Legal, Compliance, Risk, Technology Business Development, Analytics & Data, Technology and Marketing colleagues
• Build and maintain an integrated innovation transformation roadmap, with clear milestones and outcomes, aligned across Product, Data, Technology, and Marketing teams and successfully project manage to completion
• Define and track KPIs for AI success in the Wealth Management Marketing team, in partnership with leaders and business partners
• Partner with teams to reimagine workflows with AI to eliminate bottlenecks and unlock ROI
• Partner with colleagues within the team and provide counsel to drive upskilling and adoption of AI related competencies (e.g., prompt-a-thons, prompt libraries, agent building, overall AI usage in everyday roles)

Knowledge and Skills Required:

• 5-7 years experience in marketing, technology, and/or AI
• Experience and proficiency in basic agent building and effective prompt architecture
• Natural passion for AI and voracious learner on AI trends and info-sharing
• Bridge builder with ability to work across teams, build relationships and trust
• Self-motivated and detail-oriented, with the ability to thrive in complex business environments
• Strong executive presence with flawless interpersonal, written and presentation communication skills
• Excellent organizational and analytical capabilities
• Strong knowledge of AI landscape
• FINRA Securities Industry Essentials (SIE) credentials, a plus

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 $110,000 and $190,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).