Wealth Management Virtual Engagement Associate (VEA) Program – Virtual Engagement

Job Description

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

The Tone:
This is a full-time program at Morgan Stanley, located in-person across six office locations: Alpharetta, GA | Chicago, IL | Dallas, TX | New York Metro | Tempe, AZ. Morgan Stanley is a leading global financial institution with a 90-year history, comprised of over 80,000 employees globally. This role is crucial as it offers firsthand experience working with top Financial Advisors, building a strong foundation in Wealth Management and client engagement. Successful associates gain unique insights that can propel them into a fulfilling career at Morgan Stanley.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person Alpharetta, GA | Chicago, IL | Dallas, TX | New York Metro | Tempe, AZ
• Pay: $65000–$85000 yearly
• Team: VEA organization supporting Financial Advisors
• Mission: Provide a strong foundation in Wealth Management and client engagement to support Financial Advisors in business development.

What You’ll Actually Do
• Client Strategy: Partner with Financial Advisors to understand their business goals and tailor client engagement strategies to support growth.
• Digital Outreach: Build and execute digital and targeted client outreach strategies, including social media/website content and segmented client communication campaigns.
• Client Analysis: Analyze client relationships and engagement data to identify opportunities and deliver tactical recommendations to enhance the client experience.
• Financial Planning: Apply financial planning tools and resources to gather client information, build/analyze plans, and communicate results and next steps clearly.
• Product Education: Educate clients on Morgan Stanley wealth solutions and support end-to-end onboarding to drive adoption of relevant capabilities.

The Must-Haves
• Background: A bachelor’s degree with a proven track record of academic success and a heightened interest in wealth management.
• Experience: Prior professional experience is an asset but not required. Commitment to a two-year and three-month program period, including a rigorous licensing and training period. Securities Industry Essentials (SIE) exam completed prior to interviewing, with Firm sponsorship provided for Series 7 and 63 exams.
• 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; analytic mindset; great attention to detail; high motivation and commitment.
• Bonus: Experience in prompt engineering and a strong understanding of AI tools and technologies, as well as hands-on experience in optimizing AI-driven solutions.