2027 Client Engagement Virtual Engagement Associate Program

About the Role

The Wealth Management Virtual Engagement Associate (VEA) Program is designed for candidates interested in roles with anticipated start dates throughout 2027. This program offers firsthand experience working with top Financial Advisors (FAs) at a leading global financial institution.

Upon hire, you will be placed in one of several roles supporting FAs in business development, including:

• Client Engagement Associate
• Financial Planning Associate
• Workplace Engagement Associate
• Wealth Solutions Associate

The VEA Program is structured as a two-year and three-month commitment, including licensing and training. It aims to build a strong foundation in Wealth Management and client engagement, allowing participants to earn licenses, undergo role-specific training, gain professional designations, network, and acquire valuable experience working with different FAs.

This is an in-person position across six office locations:

• Alpharetta, GA
• Chicago, IL
• Dallas, TX
• New York Metro
• Tempe, AZ

The Experience You Could Gain

The VEA Program includes a rigorous licensing period, followed by training and assessments. Through participation, you could gain experience in:

• Partnering with Financial Advisors to understand business goals and tailor client engagement strategies for growth.
• Building and executing digital and targeted client outreach strategies, including social media/website content and segmented client communication campaigns.
• Developing structured communication cadences to increase meaningful client touchpoints and deepen relationships.
• Analyzing client relationships and engagement data to identify opportunities and provide recommendations to enhance the client experience.
• Supporting workplace engagement initiatives, communicating the value of FA partnerships to participants.
• Applying financial planning tools and resources to gather client information, build/analyze plans, and communicate results.
• Educating clients on Morgan Stanley wealth solutions and supporting end-to-end onboarding to drive adoption of capabilities (e.g., cash management, 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, readouts) for FAs and leadership, and sharing best practices.

Key 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.

Requirements & Tech Stack

• A bachelor’s degree with a proven track record of academic success.
• Securities Industry Essentials (SIE) exam completed prior to interviewing.
• Firm sponsorship of the Series 7 and 63 exams is provided and requires completion within the provided timeframe.
• 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.
• 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.
• 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.

Qualifications

• A bachelor’s degree with a proven track record of academic success.
• Prior professional experience would be an asset but not required.
• Securities Industry Essentials (SIE) exam completed prior to interviewing.
• 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.
• Experience in prompt engineering and a strong understanding of AI tools and technologies preferred.
• High level of motivation and commitment to working hard and staying organized.
• Ability to balance multiple priorities under pressure and time constraints.

Benefits You Could Take Advantage Of

• Competitive base salary ($65,000 - $85,000 annually at commencement).
• Wide range of benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, and 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.
• Access an immersive learning experience incorporating financial product education, platform navigation, and professional development.