Practice Strategy, Associate/AVP

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.

About the Role

The Practice Strategy Associate/AVP will support the Practice Strategy team in helping Financial Advisors drive efficiency, effectiveness, and growth. The role provides program management across Practice Strategy initiatives and project-manages strategic initiatives for various target populations in the Field. The Associate/AVP will develop high-quality Advisor resources and deliver impactful practice management programming—both in-person and virtual—focused on educating and equipping the Field with actionable ideas and tools that drive growth.

Responsibilities

• Field Program Management
  • Support management of programs that advance Practice Strategy initiatives, including planning, managing timelines, stakeholder coordination, speaker preparation, studio and communication partner alignment, communication development, and execution support.
  • Develop high-quality and dynamic program narratives and presentation content.
  • Leverage insights from program metrics to inform future events and deepen meaningful engagement.
• Content and Process
  • Develop comprehensive practice management content that informs and influences AI search results.
  • Conceptualize, design, and build AI agents and automation solutions for the Field and the Practice Strategy team to streamline workflows, enhance existing tools, and deliver a more efficient experience.
  • Produce the Practice Strategy podcast, including content management, speaker prep, and studio coordination.
  • Oversee the curation, ongoing management, and governance of Practice Strategy content, resources, agents, and webpages.
  • Manage intake and fulfillment of ad hoc content requests from across the Practice Strategy team and other key partners.
• Field Engagement
  • Project-manage strategic initiatives for various target Financial Advisor (FA) and Financial Advisor Associate (FAA) populations in the Field.
  • Support communications and outreach to Field Leaders and Advisor populations in partnership with internal stakeholders to feature in select content, events, and programming.

Requirements

• Bachelor’s degree required.
• Two years or more of related wealth management experience preferred.
• Understanding of Financial Advisor Practice Management themes.

Skills

• Exemplary communication and consulting skills.
• Strong PowerPoint skills with the ability to create polished, executive-ready presentations.
• Program/project management skills; ability to manage multiple workstreams, stakeholders, and competing deadlines.
• Comfort working with data/metrics; organized and analytical with strong attention to detail.
• Experience with content management processes and governance.
• Interest and aptitude in building AI agents/automation to improve team efficiency and scale impact.
• Ability to work collaboratively across teams and different stakeholders.

What You Can Expect

At Morgan Stanley, we raise, manage, and allocate capital for our clients—helping them reach their goals. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide the decisions we make daily to do what's best for our clients, communities, and more than 80,000 employees in 1,200 offices across 42 countries.

Morgan Stanley offers an opportunity to work alongside the best and brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by 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.

Pay

Expected base pay rates for the role will be between $70,000 and $140,000 per year at the commencement of employment. Base pay is determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, other short- and long-term incentive packages, and other Morgan Stanley-sponsored benefit programs.