Client Engagement Virtual Engagement Associate – Program

Morgan Stanley

. Support top Financial Advisors in business development and client engagement .

Posted 9/23/2026full-timeDallas • Texas • United StatesJuniorMid-Level💰 $65,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client engagement strategies, financial planning tools, and data analysis to enhance client relationships and support Financial Advisors. Proficient in developing targeted outreach campaigns and presenting business insights to drive client experience improvements.

Highest-signal resume keywords

Client Engagement StrategiesFinancial Planning ToolsData AnalysisSecurities Industry Essentials (SIE)Series 7 and 63 Exams

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Relationship ManagementDigital Outreach StrategiesCommunication CadencesAnalytic MindsetNumerical Aptitude

Soft Skills

Strong Written CommunicationInterpersonal SkillsOrganizational SkillsFlexibility and AdaptabilityHigh Motivation

Tools & Technologies

AI Tools and TechnologiesFinancial Advisor PartnershipsClient Experience Improvements

Certifications & Qualifications

Securities Industry Essentials (SIE)Series 7 ExamSeries 63 Exam

Industry Keywords

Financial AdvisorsWealth SolutionsClient OnboardingInvestment SolutionsInsurance Solutions

About the role

Key responsibilities & impact

Support top Financial Advisors in business development and client engagement
Partner with Financial Advisors to understand business goals and tailor client engagement strategies
Build and execute digital and targeted client outreach strategies, including social media, website content, and segmented communication campaigns
Develop structured communication cadences to increase meaningful client touchpoints and deepen relationships
Analyze client relationships and engagement data to identify opportunities and recommend client-experience improvements
Support workplace engagement initiatives and communicate the value of financial advisor partnerships
Apply financial planning tools to gather client information, build and analyze plans, and communicate results and next steps
Educate clients on Morgan Stanley wealth solutions and support end-to-end onboarding
Develop product and solutions fluency across advisory programs and selected investment and insurance solutions
Create and present business insights, reports, and readouts for Financial Advisors and leadership
Participate in licensing, training, assessments, networking, and professional development throughout the two-year-and-three-month program

Requirements

What you’ll need

Bachelor’s degree with a proven track record of academic success
Prior professional experience is an asset but not required
Securities Industry Essentials (SIE) exam completed prior to interviewing
Completion of Series 7 and 63 exams within the provided timeframe
Strong written and verbal communication, client, and interpersonal skills
Professional presence, numerical aptitude, and comfort with data/metrics
Organizational skills, analytic mindset, and attention to detail
Flexibility and adaptability; ability to quickly learn and apply new technologies, processes, and tools
Experience in prompt engineering and strong understanding of AI tools and technologies preferred
Hands-on experience optimizing AI-driven solutions preferred
High motivation and commitment to working hard in a competitive, fast-paced environment
Ability to balance multiple priorities under pressure and time constraints
Legally authorized to work in the United States without requiring current or future employment visa sponsorship
Successful completion of background check and pre-employment assessments

Benefits

Comp & perks

Competitive base salary
Paid time off
Savings programs
Health care
Insurance plans
Student loan refinancing
Fitness subsidy
401(k) with competitive Firm matching
Morgan Stanley Employee Stock Purchase Program
Firm sponsorship of the Series 7 and 63 exams
Professional development
Financial product education and platform navigation learning
Opportunities to network and gain experience across Wealth Management
Employee benefits and perks supporting employees and their families