AI Enablement Associate

About Wealth Management Platforms

Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.

About the Wealth Management GenAI Team

The Wealth Management GenAI Team is a dynamic and innovative department that serves as a center of AI enablement across Wealth Management. The team is responsible for deploying advanced tools, platforms, and solutions that utilize generative artificial intelligence to optimize business processes. We oversee content creation, management, and governance to ensure the highest content quality for our AI system to utilize. The team is committed to fostering a culture of continuous learning and evolution in this rapidly changing space.

Position Summary

Provide high-impact administrative and governance support to the WM GenAI team, ensuring efficient meeting operations, accurate documentation, and consistent stakeholder communication. Your role coordinates complex calendars and meeting logistics, prepares agendas and materials, captures and distributes minutes and action items, and maintains committee artifacts (templates, charters, version control) to support ample governance and compliance. The WMAI Governance Associate will work with minimal supervision in a fast-paced environment, the position supports attestations and documentation completeness for low-risk use cases while partnering across internal teams to keep processes running smoothly.

What You'll Do In The Role

• Provide administrative support to the WM GenAI LCR team and the WM GenAI PRC, including ad hoc tasks such as preparing agendas, compiling reports and coordinating with internal teams, ensuring smooth operations and effective communication.
• Scheduling: Assist with scheduling meetings and coordinating calendars for the WM GenAI team and the WM GenAI PRC as well as sending calendar invites and ensuring all required participants are informed.
• Documentation: Ensure and organize meeting documentation including documenting meeting minutes, ensuring accurate record-keeping, and distributing summaries to stakeholders and appropriate committees. Organize and maintain committee documentation, including templates, charters, and version control logs.
• Attendance Tracking: Monitor and record committee member attendance for governance and compliance purposes.
• Presentation Support: Update and maintain PowerPoint decks for committee meetings and related presentations.
• Site Management: Update, maintain, and manage WM GenAI sites including maintaining the Jive site with current information and resources for team members.
• Compliance Support: Ensure adherence to governance processes and assist in collecting attestations and ensuring documentation completeness for low-risk use cases.
• Guidance and Direction: Work under minimal guidance and direction to ensure tasks are completed efficiently and effectively.

What You'll Bring To The Role

• 2-4 years experience in risk or related function, preferably dealing with AI and emerging technologies.
• Experience at a financial services institution preferred.
• Bachelor’s degree in a relevant field.
• Considerable organizational, time-management, and administrative skills.
• Excellent communication and interpersonal skills.
• Proficiency in MS Office suite, including PowerPoint, Excel, and Word.
• Ability to work in a fast-paced environment and manage multiple tasks effectively.
• Awareness/commercial experience with AI technologies.
• Familiarity with SharePoint and/or Jive site administration.
• Understanding of governance processes.
• Experience with common Morgan Stanley project management tools (i.e. MCS, TAI, iShield) and software.

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.

Certified Persons Regulatory Requirements

If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement

Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Equal Opportunity Employer Statement

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.

Key skills/competency

• AI Enablement Associate
• Generative AI
• Governance
• Risk Management
• Documentation
• Meeting Coordination
• MS Office Suite
• SharePoint/Jive
• Financial Services
• Project Management Tools