Return To Work - Virtual Engagement Associate (VEA) | New York, NY

Morgan Stanley•New York, NY

1d•$29 - $29•Onsite

About The Position

Morgan Stanley's Return to Work program is designed for experienced professionals who have taken a career break and are looking to re-enter the workforce. This program values the skills and experiences gained outside of work and aims to integrate these individuals into the organization. The New York program runs from January 18, 2027, to May 7, 2027, offering a 16-week paid experience with training, mentorship, and professional development. The Wealth Management Virtual Engagement Associate (VEA) Program specifically provides participants with hands-on experience supporting top Financial Advisors (FAs) in areas like business development. Upon joining, participants are placed in roles such as Client Engagement Associate, Financial Planning Associate, Workplace Engagement Associate, or Wealth Solutions Associate, based on their qualifications and business needs. The program is structured as a two-year and three-month commitment, including licensing and training, to build a strong foundation in Wealth Management and client engagement. This duration allows for earning licenses, role-specific training, pursuing additional professional designations, networking, and gaining experience with various FAs. The 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.
Must be 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.
Individuals who have been out of the workforce for two or more years. The two-year eligibility requirement will be calculated as of the January 2027 program start date.

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
Obtain Series 7 and 63 licenses.
Develop a robust understanding of the financial services industry through the lens of one of the world’s leading financial institutions
Access an 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
Sick Leave consistent with state and local law
Parental Leave
X Vacation Days annually
10 Paid Holidays
Short/Long Term Disability