Equity Research, Vice President, Technology Management (Alpharetta)

The successful candidate will combine a strong understanding of financial services and investment research workflows with hands-on AI and technical capabilities, product and project management experience, and demonstrated leadership skills. The individual must be comfortable operating both strategically and tactically: establishing an AI enablement framework and roadmap for the department while also contributing directly to solution design, prompt development, testing, evaluation, and implementation.

• Responsible for executing and shaping AI adoption strategy for Global Research, identifying and prioritizing high-value use cases and building a roadmap that improves analyst workflows, productivity, and research processes, defining the optimal balance of centrally developed tools vs custom solutions, team enablement and support of teams with ready-to-deploy AI assets.
• Lead the AI Enablement team (5 Prompt Engineers, 4 Annotators), setting priorities, managing delivery, developing talent, and driving best practices across generative AI initiatives.
• Translate Research needs into AI solutions, partnering with analysts, technology, data, and product teams to design, deploy, evaluate, and support scalable AI tools, prompts, and workflows.
• Drive AI governance and compliance, ensuring all AI solutions meet legal, risk, model governance, information security, and regulatory requirements within a highly controlled environment.
• Serve as the AI subject matter expert for Research, evaluating emerging AI technologies, optimizing platform/model usage, and advising stakeholders on the most effective applications of generative AI.
• Lead training, change management, and measurement efforts, increasing AI adoption through education, best practices, KPI tracking, user feedback, and reporting on business impact to senior leadership.

Ideal Background

• 5-10+ years in financial services, investment research, fintech, or related fields.
• Strong understanding of financial markets and research workflows.
• Hands-on experience with generative AI, prompt engineering, and Python.
• Proven team leadership, product/project management, and stakeholder management experience.
• Ability to bridge business, technology, and governance functions while driving enterprise AI initiatives.

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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.