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Morgan Stanley Digital VEA - 2023 Summer Intern in New York, New York

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 Business Development and Field Training organization within Wealth Management focuses on the strategy and day-to-day management of Business Development, Product Distribution, and Field Engagement to assist Financial Advisors in better serving client needs. Business Development and Field Training is comprised of Sales Managers, Product Specialists, Internal Product Sales Desks, and a Home Office team committed to supporting the growth and overall success of Morgan Stanley Financial Advisors. Additionally, Business Development and Training works closely with Senior Management across Firm functions as well as Global Partners to coordinate and drive the Firm’s growth initiatives.

If you enjoy digital media and developing strategies to help others realize their goals, then the Digital Virtual Engagement Associate Summer Internship Program is a great place to start! With Morgan Stanley and the Digital Virtual Engagement Associate Summer Internship, you have the opportunity to contribute to a rapidly growing organization while learning about different career paths in wealth management.

Digital Virtual Engagement Associate is a component of the Wealth Management Business Development & Field Training organization which supports the Firm’s Financial Advisors by managing the field sales support for our branch network. The Virtual Engagement Associate role offers college graduates a unique opportunity to prepare and develop a unique skillset for a career in Wealth Management. Virtual Engagement Associates work in a centralized location at 1 New York Plaza in downtown Manhattan where they provide virtual support to Financial Advisors in areas including digital engagement, client prospecting, and financial planning. Virtual Engagement Associates primary focus is on leveraging Morgan Stanley Modern Wealth Tools to disseminate relevant content to clients and prospects.

The Summer Intern program is a 10-week program which includes one week of training. As a Summer Intern, you will work alongside and support full-time Digital Virtual Engagement Associates in their efforts to leverage Morgan Stanley’s state-of-the-art tools on behalf of experienced Financial Advisors, helping them develop their businesses and increase client engagement. In addition to your immersion in the Digital Virtual Engagement Associate role, you will gain valuable exposure to the broader Virtual Engagement Program, Business Development & Field Training, and Wealth Management. Over the course of the Summer, interns who have not passed the Securities Industry Exam (SIE) prior to joining the Summer program will have the opportunity to prepare and sit for the exam with the goal of passing before the end of the Summer.

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 Financial Advisor 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.

Qualifications:

  • You are pursuing an undergraduate degree with an expected graduation date between December 2023 and June 2024 at an accredited college/university; concentration or coursework in business-related field is preferred.

  • Securities Industry Essentials (SIE) exam completion is preferred prior to start of the internship.

  • 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.

  • Be authorized to work in the U.S. without durational restrictions.

  • Successfully complete background check and pre-employment assessments.

/‘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.’/

Job: *Wealth Management

Title: Digital VEA - 2023 Summer Intern

Location: New York-New York

Requisition ID: 3210642

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