2027 Wealth Management Virtual Engagement Associate (VEA) Program | Alpharetta, GA
Core
Support Financial Advisors in business development through client engagement, digital outreach, and financial planning.
Role type
Wealth Management Virtual Engagement Associate (VEA)
Builds
Client engagement strategies, digital outreach campaigns, and financial plans for Morgan Stanley clients.
Domain
Wealth Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Client engagement, digital outreach, financial planning, data analysis, communication, organizational skills, numerical aptitude
Preferred skills
Prompt engineering, AI tools optimization
Technologies
AI-driven solutions, financial planning tools
Responsibilities
Partner with Financial Advisors to tailor client engagement strategies; Build and execute digital client outreach campaigns; Analyze client engagement data to identify opportunities; Support workplace engagement initiatives; Educate clients on wealth solutions and support onboarding; Create business insights reports for advisors and leadership.