Field Education & Adoption Artificial Intelligence Associate

About the role

Morgan Stanley Wealth Management's Field Education & Adoption AI Associate supports AI education, engagement, rollout, coaching, and adoption across Financial Advisors and field teams, with hybrid work and in-person engagement in Purchase, New York.

Requirements

• Experience or strong interest in AI, emerging technology, digital enablement, field education, adoption, or change management.
• Working knowledge of AI concepts, productivity use cases, workflow support, and responsible AI considerations.
• Strong verbal communication, relationship-management, organization, and follow-up skills.
• Ability to build trust with field management, Financial Advisors, Support Professionals, Regional AI Specialists, and Home Office partners.
• Willingness to work in a hybrid model, including in-person engagement in Purchase and partial travel as needed.
• 2–3+ years of relevant experience in Wealth Management, financial services, field education, adoption, enablement, product rollout, change management, or a related field-facing role.
• Bachelor’s degree required.

What you'll do

• Support Regional AI Specialists in driving awareness, education, and adoption of AI tools across Wealth Management field audiences.
• Engage directly with field users to reinforce practical AI use cases and support consistent adoption.
• Assist with pilots, rollouts, office hours, training sessions, and feedback loops.
• Identify AI-enabled business development opportunities and strengthen connectivity between field teams and Home Office partners.

Where this was posted

• LinkedIn

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