Return To Work - Virtual Engagement Associate (VEA) | New York, NY
About The Position
Morgan Stanley's Return to Work program is designed for experienced professionals who have taken a career break and are eager to return to the workforce. This 16-week paid program, running from January 18, 2027, through May 7, 2027, in the New York office, places participants in roles aligning with their expertise while offering comprehensive training, mentorship, and professional development. The Wealth Management Virtual Engagement Associate (VEA) Program provides firsthand experience working with top Financial Advisors (FAs) at a leading global financial institution. Participants will be placed in roles such as Client Engagement Associate, Financial Planning Associate, Workplace Engagement Associate, or Wealth Solutions Associate, based on their experience, education, credentials, and business needs. The program aims to build a strong foundation in Wealth Management and client engagement over a two-year and three-month commitment, including licensing and training. This period allows participants to earn licenses, gain professional designations, network, and acquire valuable experience working with different FAs. The VEA Program operates in-person across six office locations and is not a remote position.
Requirements
- A bachelor’s degree with a proven track record of academic success.
- Securities Industry Essentials (SIE) exam completed prior to interviewing for the program.
- Strong written and verbal communication, client, and interpersonal skills.
- Demonstrates flexibility and adaptability, with the ability to quickly learn and apply new technologies, processes and tools to meet evolving business needs.
- Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment.
- Ability to balance multiple priorities under pressure and time constraints.
- Legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
- Successful completion of background check and pre-employment assessments.
Nice To Haves
- Prior professional experience would be an asset but not required.
- Experience in prompt engineering and a strong understanding of AI tools and technologies preferred, as well as hands-on experience in optimizing AI-driven solutions.
Responsibilities
- Partnering with Financial Advisors to understand their business goals and tailor client engagement strategies to support growth.
- Building and executing digital and targeted client outreach strategies, including social media/website content and segmented client communication campaigns.
- Developing structured communication cadences that increase meaningful client touchpoints and deepen relationships over time.
- Analyzing client relationships and engagement data to identify opportunities and deliver tactical recommendations to enhance the client experience.
- Supporting workplace engagement initiatives, including communicating the value of a financial advisor partnership to workplace participants.
- Applying financial planning tools and resources to gather client information, build/analyze plans, and communicate results and next steps clearly.
- Educating clients on Morgan Stanley wealth solutions and supporting end-to-end onboarding to drive adoption of relevant capabilities (e.g., cash management and self-directed solutions).
- Developing product and solutions fluency across advisory programs and select investment/insurance solutions, with exposure to complex implementation and client-facing reporting.
- Creating and presenting business insights (e.g., reports and readouts) for FAs and leadership, and sharing best practices to continuously improve strategy.
Benefits
- Competitive base salary
- Paid time off
- Savings programs
- Health care
- Insurance plans
- Student loan refinancing
- Fitness subsidy
- Access to 401(k) offering with competitive Firm matching
- Access to the Morgan Stanley Employee Stock Purchase Program
- Firm sponsorship of the Series 7 and 63 exams
- Immersive learning experience that incorporates financial product education, platform navigation along with professional development
- Medical
- Prescription Drug
- Dental
- Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Parental Leave
- 10 Paid Holidays
- Short/Long Term Disability
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
