Marketing Strategy & Innovation, Associate jobs in United States
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E*TRADE from Morgan Stanley ยท 2 weeks ago

Marketing Strategy & Innovation, Associate

E*TRADE from Morgan Stanley is seeking an entry-level colleague to join the Wealth Management Integrated Marketing Strategy team. The role involves supporting virtual client events, cross-segment marketing initiatives, and AI-related projects while fostering strong relationships across various teams.

BankingFinanceFinancial Services

Responsibilities

Provide support across the team for virtual client events, rewards, cross-segment marketing ad-hoc projects (e.g., specialty segments) and AI and innovation-related initiatives
Be a natural self-starter and serve as the master connector to drive cross-segment initiatives forward
Trustworthy with the ability to foster strong, trusted and deep relationships and partnerships across Procurement and Sourcing, Legal, Compliance, Risk, Technology Business Development, Analytics & Data, Technology and Marketing colleagues
Build AI agents with little direction as well as help colleagues build their own self-serve agents for testing and experimentation
Track KPIs for success in the Wealth Management Cross-Segment Strategy team, in partnership with leaders and business partners
Support executive updates on progress against strategic programs, team successes, as well as opportunities for improvement
Architect prompt-a-thons, prompt libraries, and overall AI literacy

Qualification

Financial services marketingAgent buildingPrompt architectureAnalytical capabilitiesInterpersonal communicationExecutive presenceTrust buildingKPI trackingAI literacySIE credentialsSelf-motivatedDetail-orientedOrganizational skillsPresentation skillsFlawless communicationTeam collaboration

Required

2-3 years in direct or adjacent financial services marketing experience
Experience and proficiency in basic agent building and effective prompt architecture
Bridge builder with ability to work across teams, build relationships and trust
Self-motivated and detail-oriented, with the ability to thrive in complex business environments
Strong executive presence with flawless interpersonal, written and presentation communication skills
Excellent organizational and analytical capabilities

Preferred

FINRA Securities Industry Essentials (SIE) credentials, a plus

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Director and Customer Marketing
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Company data provided by crunchbase