AI Enablement Associate

AI Enablement Associate Wealth Management Platforms – Purchase, NY About Morgan Stanley Morgan Stanley is a leading global financial services firm that serves clients worldwide. The Wealth Management GenAI Team The GenAI team is a core unit within Wealth Management focused on deploying generative AI tools, platforms, and solutions to enhance business processes. 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. Skills and Qualifications 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. Additional Information Expected travel: within the U.S., up to 80%, based on business needs. Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. Additional compensation may include commission, incentives, bonuses, and benefit programs. Equal Opportunity Statement 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. #J-18808-Ljbffr