Drive engagement with PWM Service Professionals through topical training sessions and role-based cohorts.
Manage recurring meeting cadences and content, including the First Take and Analyst Connect series.
Execute daily program support and program management activities across the PWM Certified designation program.
Identify process improvement opportunities and partner with stakeholders to implement enhancements.
Draft, maintain, and update program policies and procedures; escalate potential gaps and partner with Legal, Risk, and Compliance as needed.
Serve as a resource to Advisors, Service Professionals, and Branch Management; connect stakeholders to the appropriate Wealth Management partners.
Coordinate internal designation launches with Field Services and support broader field-facing initiatives.
Prepare and coordinate quarterly business review materials for senior management.
Provide regular updates to senior PWM Home Office leadership.
Develop and maintain senior leadership-ready strategy decks and presentations (PowerPoint), translating complex program updates into clear, thoughtful, and creative narratives; ensure high-quality visual standards, message discipline, and consistency across materials.
Ensure adherence to applicable industry rules, regulations, and firm policies.
Requirements
Bachelor's degree required.
3+ years of relevant experience in financial services (or related experience).
Ability to obtain required securities license(s), as applicable.
Demonstrated strong compliance mindset and track record.
Skills & Competencies
Strong written and verbal communication skills.
Advanced PowerPoint skills, including building and editing complex decks (storyboarding, executive-ready formatting, and translating complex content into clear visuals).
Proficiency in Microsoft Excel.
Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
Interest in learning and applying compliance rules, regulations, and firm policies.
Knowledge of financial products and the financial services industry.
Comfortable leveraging AI-enabled tools (e.g., agents, Copilot) to improve productivity and execution.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspect
Benefits
Performance bonus
Additional Information
PWM Field Engagement Associate
Role Summary
The PWM Client Service and Operations (CSO) team is a home office team delivering segmented service for Private Wealth Management's largest and most complex clients and advisors. The CSO team partners across platform, control partners, Field Service and Operations in driving segmentation. In this role, you will support field engagement and adoption across key CSO field engagement programs, including role-based cohorts and proprietary information series (e.g., PWM/IWM First Take), while partnering closely with stakeholders across PWM and Wealth Management.
Morgan Stanley · New York, NY