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AI Enablement Associate

Wealth Management Platforms
Purchase, NY

The Wealth Management GenAI Team is a dynamic and innovative department that serves as a center of AI enablement across Wealth Management. The team is responsible for deploying advanced tools, platforms, and solutions that utilize generative artificial intelligence to optimize business processes. We oversee content creation, management, and governance to ensure the highest content quality for our AI system to utilize. The team is committed to fostering a culture of continuous learning and evolution in this rapidly changing space.

About Morgan Stanley

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

Department Overview

In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals

Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.

The Wealth Management GenAI Team is a dynamic and innovative department that serves as a center of AI enablement across Wealth Management. The team is responsible for deploying advanced tools, platforms, and solutions that utilize generative artificial intelligence to optimize business processes. We oversee content creation, management, and governance to ensure the highest content quality for our AI system to utilize. The team is committed to fostering a culture of continuous learning and evolution in this rapidly changing space.

What you'll do in the role:

• Support the rollout and scaling of approved AI tools and AI Agents across Financial Advisor and WM teams.
• Assist in delivering handson engagement, including workflow walkthroughs, office hours, and training sessions with Financial Advisors and their teams.
• Help document advisor workflows, pain points, and use cases, and translate them into clear requirements and adoption materials.
• Coordinate daytoday activities for adoption initiatives, including scheduling, content preparation, tracking actions, and followups.
• Contribute to the creation and maintenance of adoption assets such as howto guides, prompt libraries, usecase catalogs, and training materials.
• Support deployment, testing, and iteration of AI Agents and automation solutions alongside product and engineering partners.
• Collect and synthesize user feedback to identify adoption gaps, enhancement opportunities, and common issues.
• Help track adoption metrics and usage trends; assist in preparing summaries and reports for senior stakeholders.
• Collaborate with crossfunctional partners including product, engineering, legal, risk, compliance, and WM business teams to ensure smooth execution.
• Support field activation programs such as champions/captains networks, agent jams, promptathons, and training events.
• Expected travel: within US, up to 80%, based on business needs

Skills Required:

• 2-5+ years of experience in financial services, consulting, operations, technology, product, or change management roles.
• Exposure to Wealth Management, Financial Advisors, or clientfacing teams preferred.
• Bachelor's degree required.
• Strong interest in AI, automation, and workflow improvement in a regulated environment.
• Demonstrated ability to manage multiple tasks, coordinate stakeholders, and execute reliably.
• Strong analytical, written, and verbal communication skills.
• Execution and followthrough.
• Curiosity and learning mindset around AI and emerging technologies.
• Structured problem solving.
• Stakeholder coordination and teamwork.
• Clear communication and documentation.
• Adaptability in ambiguous, fastmoving environments.
• Ability to translate complex technical solutions to a non-technical audience.

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 $58,000 and$115,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.