JOB LEVEL

Associate (Professional)

TIER

NA

About Us:

Morgan Stanley Wealth Management is seeking a proactive and detail-oriented Platform Capabilities Associate to join our Digital Marketing Operations team. This role involves working closely with Product Owners to enhance and support the platform capabilities that drive our digital marketing initiatives. The successful candidate will collaborate with technology squads to ensure seamless integration and functionality of digital marketing tools and platforms.

The ideal candidate will work closely with the Product team and the Wealth Management Marketing team to support the Alerts Platform, which enables timely, compliant client communications across multiple channels including. The role will assist the Product team with gathering requirements, maintaining documentation, coordinating testing, and preparing reports to ensure accurate and effective alert delivery. This position provides an excellent opportunity to gain hands-on experience in digital marketing, product operations, exposure to agile project delivery and cross-functional collaboration within a large financial institution.

Key Responsibilities/ What You’ll Do in The Role

• Support the Product Team in gathering and documenting business requirements from internal and external stakeholders.
• Assist in maintaining and updating alert workflows across multiple channels
• Help prepare and organize documentation, including business requirements, user stories, test cases, and training materials.
• Coordinate with technology, marketing, and business partners to track project progress and testing outcomes.
• Participate in user acceptance testing (UAT) to validate alert functionality and accuracy prior to release.
• Assist in facilitating review and approval cycles with Risk, Legal, Compliance, and Operations for client-facing communications.
• Update and maintain project dashboards, reports, and presentation materials for tracking progress and key metrics.
• Support “test-and-learn” initiatives such as A/B or multivariate testing to e­­­valuate engagement performance.
• Contribute to system migration, cleanup, and decommissioning activities related to legacy alerting tools.
• Stay current on digital marketing technologies, communication best practices, and industry trends related to multi-channel notifications.
• Support requirement-gathering activities by documenting business needs from internal stakeholders.
• Assist in developing and maintaining alert workflows and communications across multiple channels including email, SMS, push, and in-app.
• Provide support for system cleanup, migration, and decommissioning of legacy alerting tools.
• Stay updated on best practices, tools, and trends in digital communications and marketing technology.
• Contribute to project planning, release readiness, and business sign-off processes

What You’ll Bring to the Role / Desired Skills

• 3-5 years of relevant experience in business analysis, marketing operations, or product support.
• Strong attention to detail, organization, and follow-through.
• Good communication skills and ability to work collaboratively across teams.
• Proficiency in Microsoft Office (Excel, PowerPoint, Word); familiarity with Jira or Confluence is a plus.
• Eagerness to learn digital communication processes and tools within a large, regulated organization.
• Interest in developing a career in digital marketing, business analysis, or financial technology
• Willingness to learn and grow

Qualification

• Bachelor’s degree in business, Marketing, Information Systems, or a related discipline.
• Good to have experience in financial industry

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.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Internal Applicants

Internal mobility can be a way to grow your career and realize your professional potential. Typically, you must be in your position for at least 18 months and performing satisfactorily before applying for another job at the Firm. Internal applicants can find out more regarding career navigation, mobility guidelines and policy on our employee portal by clicking here.