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Digital VEA

Employer
Morgan Stanley
Location
New York City, New York
Salary
N/A
Closing date
Jan 1, 2022

View more

Job Role
Wealth Management
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary
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Job Details

An Exciting opportunity to progress your career as a Digital Virtual Engagement Associate (VEA) and gain your Securities Industry Essential (SIE) and Series 7 and 63 licensing exams. This role is office-based in our 1 New York Plaza - downtown Manhattan office.

The Wealth Management Business Development & Field Training organization supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network.

VEAs will leverage Morgan Stanley’s state-of-the-art tools on behalf of experienced Financial Advisors, helping them develop their business and increase client engagement.

 Key Responsibilities:

  • Use the Firm’s digital tools on behalf of Financial Advisors to enhance client relationships and generate increased business.
  • Drive adoption of the Goals Based Wealth Management strategy with Financial Advisors.
  • Manage Financial Advisor’s digital presence via channels such as Social Media and FA Websites. Tasks would include (but not limited to) initial set-up, monitoring metrics, and updating / posting new content.
  • Publish client newsletters, created from pre-approved content, on behalf of Financial Advisors to create consistent communication catered to specific audiences.
  • Proactively analyze client relationships and make recommendations to Financial Advisors on how to supplement the client experience.  
  • Establish, maintain and support strong working relationships with their Financial Advisors.  Demonstrate accountability and a strong work ethic to promote confidence and trust in their work.

Company

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.

Find Us
Website:
Telephone
(212) 761-4000
Location
1585 Broadway
New York
NY
10036
United States
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