2027 Wealth Management Virtual Engagement Associate (VEA) Program | New York
About The Position
The VEA Program is designed to give candidates firsthand experience working with top Financial Advisors (FAs) in the industry at a leading global financial institution. The program includes several different roles designed to support Financial Advisors in business development, such as Client Engagement Associate, Financial Planning Associate, Workplace Engagement Associate, and Wealth Solutions Associate. Upon hire, candidates will be placed in one of these roles based on their experience, education, credentials, and business needs. The goal of the program is to provide a strong foundation in various systems, tools, business areas, and skills. The VEA Program is structured as a two-year and three-month commitment, including licensing and training, to build a strong foundation across Wealth Management and client engagement. This duration allows participants to earn licenses, receive role-specific training, gain additional professional designations, network, and acquire valuable experience working with different FAs to understand their practice management. The insights gained are unique and aim to propel successful participants into fruitful careers at Morgan Stanley. Many successful associates continue their journey beyond the initial program by gaining experience in new areas, broadening their expertise, and pursuing additional opportunities within the VEA organization. The VEA Program operates in-person across six office locations: Alpharetta, GA | Chicago, IL | Dallas, TX | New York Metro | Tempe, AZ. This 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.
- Applicants 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.
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 is provided and requires completion within the provided timeframe
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
