Morgan Stanley Wealth Management Integrated Marketing Strategy Associate, Cross-Segment Marketing and Innovation

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 an entry-level colleague to join the Wealth Management Integrated Marketing Strategy team, reporting to the Head of Cross-Segment Marketing and Initiatives. In this role, you will flex across all areas of this team including, Wealth Management value proposition, virtual client events, rewards and innovation-related initiatives.

Responsibilities:

• Provide support across the team for 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
• Trustworthy with the ability to 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 AI agents with little direction as well as help colleagues build their own self-serve agents for testing and experimentation
• Track KPIs for success in the Wealth Management Cross-Segment Strategy team, in partnership with leaders and business partners
• Support executive updates on progress against strategic programs, team successes, as well as opportunities for improvement
• Architect prompt-a-thons, prompt libraries, and overall AI literacy

Knowledge and Skills Required:

• 2-3 years in direct or adjacent financial services marketing experience
• Experience and proficiency in basic agent building and effective prompt architecture
• 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
• FINRA Securities Industry Essentials (SIE) credentials, a plus

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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-officesinto 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'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).