AI Implementation Enablement Vice President:

Wealth Management Platforms:

Purchase, NY

The GenAI Implementation Enablement VP will help expand GenAI adoption in WM, support project delivery, and assist with continual improvements.

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:

• Drive AI Adoption Activities: Support the rollout and scaling of AI tools across Wealth Management by coordinating onboarding efforts, field readiness activities, and adoption‑focused workstreams.
• Coordinate Implementation Tasks: Organize and manage day‑to‑day activities required to support adoption, ensuring teams have what they need to successfully integrate GenAI tools into workflows.
• Serve as an Implementation Enablement Partner: Work closely with product owners, engineering partners, field teams, legal, risk, and compliance to remove friction, share updates, and align on adoption needs and timelines.
• Gather and Synthesize Feedback: Engage with WM teams to collect user feedback, pain points, and enhancement requests; help channel this input to product and engineering teams to inform future improvements.
• Identify Adoption Risks & Gaps: Help surface blockers that could hinder rollout or user uptake (e.g., training gaps, workflow dependencies, communication needs) and collaborate with senior team members on mitigation strategies.
• Support Cross‑Functional Collaboration: Facilitate information‑sharing across partner teams to ensure consistent messaging, aligned sequencing, and an integrated adoption experience across WM.
• Track Adoption Metrics: Assist in monitoring adoption KPIs, usage data, and engagement trends; help produce reports and insights that give leadership visibility into progress and focus areas.
• Contribute to Playbooks & Best Practices: Help build and refine adoption frameworks, user guides, training materials, and playbooks that enable scalable, repeatable deployment across teams.

Experience Required:

• 9.5+ years of applicable experience across work and higher education.
• Experience at financial services institution or in a related function.
• Bachelor’s degree in a relevant field.
• Experience in a training or user-centric project management role with familiarity in agile methodologies.

Skills Required:

• Excellent communication, interpersonal, and organizational skills.
• Ability to work in a fast-paced environment and manage multiple tasks effectively.
• Proficiency in MS Office suite.
• Interest and knowledge in machine learning and AI technologies.
• Experience with agile methodologies and project management tools and software preferred.

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).