Planning VEA Associate Desk Manager

Morgan Stanley; Chicago (IL); On-site; USD 57,000 - 115,000; Full time

Job summary

An established industry player is seeking a Planning VEA Associate Desk Manager to enhance client engagement and support Financial Advisors. This role offers a unique opportunity to develop skills in digital marketing and financial planning while working in a collaborative environment. You will assist with training, analyze client relationships, and support recruiting efforts. If you are a self-starter with a passion for finance and client engagement, this position could be the perfect fit for you. Join a firm that values integrity, excellence, and diversity, and take the next step in your career with us.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Life Insurance

Disability Insurance

Parental Leave

Vacation Days

Paid Holidays

Qualifications

• 3-5 years of experience in finance or business development.
• Advanced knowledge of Microsoft Excel and PowerPoint.

Responsibilities

• Analyze client relationships and recommend improvements.
• Assist with training and development of new VEAs.
• Support Campus Recruiting and present at career fairs.

Skills

Financial Analysis

Client Engagement

Digital Marketing

Communication Skills

Organization Skills

Education

Bachelor's Degree

Tools

Microsoft Office Suite

Job description

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Join to apply for the Planning VEA Associate Desk Manager role at Morgan Stanley

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, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

The Virtual Engagement organization within Wealth Management focuses on supporting the growth and overall success of Morgan Stanley Financial Advisors.

The Virtual Engagement Associate Program (VEA) was launched to support experienced FAs by executing aspects of their individual business development strategies. By leveraging Morgan Stanley’s state-of-the-art tools, VEAs help Financial Advisors (FAs) increase client engagement by managing their digital presence via social media and business websites, creating consistent client-specific communication based on Morgan Stanley’s unique Next Best Action tool, building authentic goals-based financial plans for clients and prospects, and more.

The VEA Associate Desk Manager role is a unique opportunity to prepare and develop their skillset for a career in the Wealth Management segment of financial services. VEA Associate Desk Managers will work in a centralized location to provide virtual support to Financial Advisors in areas including digital engagement, client prospecting, and financial planning.

Associate Desk Managers assist with a variety of functions across the VEA Program. They provide support to VEA Relationship Managers and VEA leadership across a variety of disciplines.

Responsibilities May Include

• VEA Associate Desk Managers may have a small number of Financial Advisor assignments. Proactively analyze client relationships and make recommendations to Financial Advisors on how to supplement the client experience
• Assist VEA management with coaching, development and training of new VEAs including assisting with training, reinforcement of policies and procedures
• Facilitate calls with Markets/Regions as it relates to marketing VEA services
• Effectively convey the VEA value proposition to Field leadership and Financial Advisors
• Support the Campus Recruiting process by attending and presenting the VEA role at career fairs, conducting candidate interviews and assisting with various recruiting efforts
• Assist with VEA projects across a variety of disciplines as needed
• Understanding and knowledge across all VEA services and offerings
• Assist Relationship Managers in putting together monthly reporting packet and documentation as needed
• Provide insight and feedback to Relationship Managers to enhance reports over time
• Assist with VEA training program as needed
• Assist with developing and maintaining training materials
  
  

Qualifications

• Bachelor’s degree with a minimum 3-5 years of experience in finance, business development, management, sales, legal, accounting, education, military, or other business-related field
• Securities Industry Essentials (SIE) exam required, Series 7 and 63 required within 120 days of hire
• Advanced knowledge of the Microsoft Office Suite with an emphasis on Excel and PowerPoint
• Excellent written, verbal and presentation communication skills
• Exemplary organization and time-management skills
• Self-starter, able to work independently, flexible and detail-oriented
• Authorization to work in the US without durational restrictions
• Successful completion of background check and pre-employment assessment
  
  

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Salary range for the position: 57,000 – 115,000 annually. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting, Information Technology, and Sales

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