2027 Wealth Management Virtual Engagement Associate (VEA) Program | New York
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 clients.
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Interpersonal communication, numerical aptitude, data analysis, organizational skills, adaptability, prompt engineering, AI tools optimization
Preferred skills
Experience in prompt engineering, AI tools optimization
Technologies
AI tools, financial planning tools
Responsibilities
Partner with Financial Advisors to tailor client engagement strategies, execute digital and targeted client outreach, analyze client engagement data, support workplace engagement initiatives, apply financial planning tools to build and analyze plans, educate clients on wealth solutions, create business insights reports.