VEA- Alternate Investments Sales Desk

Virtual Engagement Associate - Alternative Investments Sales Desk Job Description

The Morgan Stanley Virtual Engagement Associate role is a unique opportunity to prepare and develop the skillset for a career in the Wealth Management division of the financial services industry. VEA - Alternative Investments Sales Desk will work in a centralized location to provide virtual support to Financial Advisors. They will focus primarily on generating operating leverage and faster growth through the consistent deployment of digital tools that disseminate relevant content and analyses to clients and prospects.

VEA - Alternative Investments Sales Desk will leverage Morgan Stanley's state-of-the-art financial tools on behalf of experienced Financial Advisors, helping them develop their business and increase client engagement.

The Virtual Engagement Associate Program is a 2-year program that transitions into the Financial Advisor Associate (FAA) program. If preferred, there is the opportunity to move internally within the Firm if there are open roles and the employee is successful during the interview process. A transition to FAA or internally must take place at the end of the program; staying in the VEA role is not currently an option. Failure to adhere to Program requirements and/or one's inability to secure post-Program employment will result in separation from the Firm.

Position Summary

The Virtual Engagement Associate - Alternative Investments Sales Desk will be responsible for driving adoption of advisor resources and solutions available on the Alternative Investments Platform. This person will handle daily phone calls and inquiries, both inbound and outbound. If successful in the role, Virtual Engagement Associates will have the option to transition into a sales role (for example, the three-year Financial Advisor Associate (FAA) program).

Virtual Engagement Associate - Alternative Investments Sales Desk Job Responsibilities:

• Apply knowledge of the Alternative Investments Platform to assist advisors and clients with portfolio decisions
• Responsible for fielding incoming calls on the sales desk
• Proactively make outbound calls to Morgan Stanley Wealth Management Financial Advisors and Private Wealth Advisors
• Work across the department with the product development, research, investor relations, and operations teams to meet the needs of a growing advisor base

This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment

Qualifications:

Virtual Engagement Associate - Alternative Investments Sales Desk Job Requirements:

• Securities Industry Essentials (SIE) is a prerequisite
• Series 7, and Series 66 (or equivalent) required, or ability to attain within 4 months of hire
• Must hold a Bachelor's degree, 2+ years of financial services experience or related industry preferred
• Possess exemplary communication, presentation and time-management skills.
• Stay organized, focused, and highly disciplined. Be able to keep track of simultaneous competing needs of their assigned Financial Advisors and execute on all necessary actions in a timely manner.
• Seek constructive feedback and coaching from both the Sales Desk Manager and Financial Advisors, actively using it to improve how they approach future tasks.
• 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 Financial Advisors and Product Team members. Demonstrate accountability and a strong work ethic to promote confidence and trust in their work.
• Be authorized to work in the U.S. without durational restrictions.
• Successfully complete background check and pre-employment assessments.

Hiring Process

Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect to complete online assessments, two or three rounds of interviews, and business planning exercises. All offers of employment are contingent on a background check.

About Us

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.