Return To Work - Virtual Engagement Associate (VEA) | Alpharetta, GA

Morgan Stanley; Alpharetta (GA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Paid training

Mentorship

Licensing support

Job summary

Morgan Stanley invites experienced professionals back to work through the Return to Work program in Alpharetta. The 16-week paid program offers mentoring, training and placements aligning with your expertise while expanding skills in wealth management support roles.

The Wealth Management Virtual Engagement Associate program places you with top Financial Advisors, providing hands-on experience across client engagement, planning tools, and solutions, with licensing pathways included.

Qualifications

• Candidates should have strong communication, organization, and analytical skills.
• Experience with data-driven client engagement is valued.
• Familiarity with AI concepts and prompt engineering is a plus.

Responsibilities

• Partner with Financial Advisors to understand goals and tailor engagement strategies.
• Develop digital outreach and segmented client communications.
• Create structured cadences to deepen client relationships.
• Analyze client data to identify opportunities and advise on improvements.
• Support workplace engagement initiatives and onboarding activities.
• Apply financial planning tools to gather data and present results.
• Educate clients on wealth solutions and drive adoption of capabilities.
• Build fluency across advisory programs and investment/insurance solutions.
• Prepare business insights and presentations for leadership.

Skills

Interpersonal skills

Numerical aptitude

Data literacy

Organizational skills

Analytical mindset

Attention to detail

Prompt engineering

AI tools

Education

Bachelor's degree

Job description

Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

Return to Work Program – Alpharetta

At Morgan Stanley, we recognize the immense potential in experienced professionals who have taken a career break and are now eager to return to the workforce. We value the life skills and experiences you've gained outside of work and recognize the significant contributions you can bring to our organization.

You don’t have to have a background in financial services to have a career with us. We welcome highly motivated candidates from a diverse range of industries and skills. We strive to create a spirit of inclusion by bringing together dedicated professionals with diverse backgrounds, talents, perspectives, cultural identities, and experiences.

Our Alpharetta Return to Work program will run from January 18, 2027 through May 7, 2027 in our Alpharetta office. This 16-week paid program places participants in roles that align with their existing expertise while also broadening their horizons through comprehensive training, mentorship, and professional development.

Wealth Management Virtual Engagement Associate (VEA) Program

Position Overview

The VEA Program is designed to give you firsthand experience working with the top Financial Advisors (FAs) in the industry at a leading global financial institution. In the VEA Program there are several different roles that are designed to support Financial Advisors in areas of business development, including the Client Engagement Associate, Financial Planning Associate, Workplace Engagement Associate, and Wealth Solutions Associate. Upon hire, you will be placed in one of these roles based on your experience, education, credentials, and business needs. The goal of the program is to give you a strong foundation in several systems/tools, business areas, and skills.

The VEA Program is structured as a two-year and three-month commitment (including the licensing and training period) and is designed to build a strong foundation across Wealth Management and client engagement. The length of the program enables you to earn your licenses, be trained in the role, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice. The insight you will gain is unique, and if successful, will propel you into a fruitful career at Morgan Stanley. Many successful associates continue their journey beyond the initial program period by gaining experience in new areas, broadening their expertise, and pursuing additional opportunities within the VEA organization.

The VEA Program operates in-person, across six office locations: Alpharetta, GA | Chicago, IL | Dallas, TX | New York Metro | Tempe, AZ. This is not a remote position.

The Experience You Could Gain

• Partnering with Financial Advisors to understand their business goals and tailor client engagement strategies to support growth.
• Building and executing digital and targeted client outreach strategies, including social media/website content and segmented client communication campaigns.
• Developing structured communication cadences that increase meaningful client touchpoints and deepen relationships over time.
• Analyzing client relationships and engagement data to identify opportunities and deliver tactical recommendations to enhance the client experience.
• Supporting workplace engagement initiatives, including communicating the value of a financial advisor partnership to workplace participants.
• Applying financial planning tools and resources to gather client information, build/analyze plans, and communicate results and next steps clearly.
• Educating clients on Morgan Stanley wealth solutions and supporting end-to-end onboarding to drive adoption of relevant capabilities (e.g., cash management and self-directed solutions).
• Developing product and solutions fluency across advisory programs and select investment/insurance solutions, with exposure to complex implementation and client-facing reporting.
• Creating and presenting business insights (e.g., reports and readouts) for FAs and leadership, and sharing best practices to continuously improve strategy.

Benefits You Could Take Advantage Of

• Competitive base salary, and a wide range of benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more
• Access to 401(k) offering with competitive Firm matching as well as access to the Morgan Stanley Employee Stock Purchase Program
• Obtain Series 7 and 63 licenses.
• Develop a robust understanding of the financial services industry through the lens of one of the world’s leading financial institutions
• Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development

The Skills/Experience/Qualifications You’ll Need

We seek motivated candidates from diverse academic backgrounds with a heightened interest in wealth management. Successful candidates have a unique blend of strong interpersonal communication skills, professional presence, numerical aptitude and comfort with data/metrics, organizational skills, analytic mindset, and great attention to detail.

Specific Qualifications Include

• A bachelor’s degree with a proven track record of academic success. Prior professional experience would be an asset but not required
• Securities Industry Essentials (SIE) exam completed prior to interviewing for the program, Firm sponsorship of the Series 7 and 63 exams is provided and requires completion within the provided timeframe
• Strong written and verbal communication, client, and interpersonal skills
• Demonstrates flexibility and adaptability, with the ability to quickly learn and apply new technologies, processes and tools to meet evolving business needs.
• Experience in prompt engineering and a strong understanding of AI tools and technologies preferred, as well as hands‑on experience in optimizing AI‑driven solutions.
• Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast‑paced environment
• Ability to balance multiple priorities under pressure and time constraints
• To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
• Successful completion of background check and pre‑employment assessments

Program Duration

Return to Work programs will run for approximately 16 weeks from January 18, 2027 to May 7, 2027.

Eligibility Criteria

This program is designed for individuals who have been out of the workforce for two or more years. The two‑year eligibility requirement will be calculated as of the January 2027 program start date.

Applications open September 15 and close October 9, 2026. To learn more about the program, please visit: www.morganstanley.com/returntowork.

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.