2027 Wealth Management Virtual Engagement Associate (VEA) Program | New York
Core
Two-year rotational program supporting Financial Advisors in business development, client engagement, and financial planning across wealth management.
Role type
Wealth Management Virtual Engagement Associate (VEA) Program
Builds
Client engagement strategies, financial plans, and business insights for Financial Advisors
Domain
Wealth Management / Financial Services
Deliverable
product features | dashboards & analysis | client delivery
Required skills
numerical aptitude, data analysis, written and verbal communication, organizational skills, adaptability, prompt engineering, AI tools optimization
Preferred skills
experience in prompt engineering, hands-on experience optimizing AI-driven solutions
Technologies
AI tools, financial planning tools
Responsibilities
Partner with Financial Advisors to tailor client engagement strategies, execute digital client outreach campaigns, develop communication cadences, 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
Seniority
Entry-level, rotational program
