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 hands‑on 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 day‑to‑day activities for adoption initiatives, including scheduling, content preparation, tracking actions, and follow‑ups.
- Contribute to the creation and maintenance of adoption assets such as how‑to guides, prompt libraries, use‑case 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 cross‑functional 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, prompt‑a‑thons, 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 client‑facing 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 follow‑through.
- Curiosity and learning mindset around AI and emerging technologies.
- Structured problem solving.
- Stakeholder coordination and teamwork.
- Clear communication and documentation.
- Adaptability in ambiguous, fast‑moving 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.
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 client-facing teams
- Bachelor's degree
- Strong interest in AI, automation, and workflow improvement in a regulated environment
- Strong analytical, written, and verbal communication skills
- Execution and follow-through
- Curiosity and learning mindset around AI and emerging technologies
- Structured problem solving
- Stakeholder coordination and teamwork
- Clear communication and documentation
- Adaptability in ambiguous, fast-moving environments
- Ability to translate complex technical solutions to a non-technical audience
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
