Wealth Management Virtual Engagement Associate (VEA) Program

Job Description

2027 Wealth Management Virtual Engagement Associate (VEA) Program | Morgan Stanley

The Tone:
This is a full-time role at Morgan Stanley, located in Dallas, TX. Morgan Stanley is a leading global financial institution dedicated to raising, managing, and allocating capital for clients, helping them achieve their financial goals. This program is designed to provide firsthand experience working with top Financial Advisors in the industry. The role is critical for building a strong foundation in wealth management and client engagement, paving the way for a successful career at the firm.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Dallas, TX
• Pay: $65000–$85000 yearly
• Team: Reports to Program Leadership and/or Financial Advisors across various roles
• Mission: To support Financial Advisors in business development and enhance client engagement strategies
• Tech Stack: Financial planning tools, AI tools and technologies, digital client outreach platforms (including social media/website content)

What You’ll Actually Do
• Partner with Financial Advisors to understand their business goals and tailor client engagement strategies to support growth.
• Build and execute digital and targeted client outreach strategies, including social media/website content and segmented communication campaigns.
• Apply financial planning tools and resources to gather client information, build/analyze plans, and communicate results and next steps clearly.
• Educate clients on Morgan Stanley wealth solutions and support end-to-end onboarding to drive adoption of relevant capabilities.
• Create and present business insights, reports, and readouts for Financial Advisors and leadership, sharing best practices to continuously improve strategy.

The Must-Haves
• Background: A bachelor’s degree with a proven track record of academic success.
• Experience: Securities Industry Essentials (SIE) exam completed prior to interviewing; Firm sponsorship for Series 7 and 63 exams provided with required completion within a timeframe; a two-year and three-month commitment to the program.
• Skills: Strong written and verbal communication, client, and interpersonal skills; flexibility and adaptability with new technologies and processes; numerical aptitude and comfort with data/metrics; organizational skills; an analytic mindset with great attention to detail; high motivation and commitment to working hard in a competitive environment; ability to balance multiple priorities under pressure.
• Bonus: Experience in prompt engineering, a strong understanding of AI tools and technologies, and hands-on experience in optimizing AI-driven solutions.