2027 Wealth Management Virtual Engagement Associate Program

About the Role

The 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 support roles based on your experience, education, credentials, and business needs. These roles include the Client Engagement Associate, Financial Planning Associate, Workplace Engagement Associate, and Wealth Solutions Associate.

The program is structured as a two-year and three-month commitment, including licensing and training. The goal is to provide a strong foundation in various systems, tools, business areas, and skills across Wealth Management and client engagement. This duration allows for earning licenses, role-specific training, pursuing professional designations, networking, and gaining valuable experience working with different FAs.

The VEA Program operates in-person 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 enhance the client experience.
• Supporting workplace engagement initiatives, including communicating the value of a financial advisor partnership.
• 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.
• 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 (reports and readouts) for FAs and leadership, and sharing best practices.

Benefits You Could Take Advantage Of

• Competitive base salary, paid time off, savings programs, health care, insurance plans, student loan refinancing, and fitness subsidy.
• Access to 401(k) offering with competitive Firm matching and 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.

Requirements & Tech Stack

• Required Licenses: Securities Industry Essentials (SIE) exam completed prior to interviewing. Firm sponsorship for Series 7 and 63 exams is provided.
• Tools & Technologies: Experience in prompt engineering and a strong understanding of AI tools and technologies are preferred, along with hands-on experience in optimizing AI-driven solutions.
• Work Environment: This is not a remote position and operates in-person across specified office locations.
• Legal Authorization: Applicants must be legally authorized to work in the United States and must not require future employment visa sponsorship.
• Assessments: Successful completion of a background check and pre-employment assessments is required.

Qualifications

• A bachelor’s degree with a proven track record of academic success.
• Prior professional experience would be an asset but is not required.
• 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.
• 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.
• Organizational skills, analytic mindset, and great attention to detail.
• Numerical aptitude and comfort with data/metrics.
• Heightened interest in wealth management.