Virtual Engagement Associate

Morgan Stanley

. Support Financial Advisors in business development through client engagement roles .

Posted 9/15/2026full-timeDallas • Texas • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client engagement strategies and financial planning tools, with a strong focus on building relationships and optimizing communication. Proficient in analyzing client data to enhance outreach and support financial advisors in achieving business goals.

Highest-signal resume keywords

Client Engagement StrategiesFinancial Planning ToolsSecurities Industry Essentials (SIE)Series 7 and 63 ExamsAI Tools and Technologies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Relationship AnalysisDigital Outreach StrategiesCommunication CadencesBusiness Insights ReportingFinancial Advisor Support

Soft Skills

Strong Written CommunicationInterpersonal SkillsFlexibility and AdaptabilityOrganizational SkillsAbility to Work Under Pressure

Tools & Technologies

AI-Driven SolutionsSocial Media PlatformsWebsite Content Management

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 Financial Advisors in business development through client engagement roles
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 client communications
Develop communication cadences to increase client touchpoints and deepen relationships
Analyze client relationships and engagement data to identify opportunities and recommend 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 investment/insurance solutions
Create and present business insights, reports, and readouts for Financial Advisors and leadership
Share best practices to improve strategy
Complete rigorous licensing, training, and assessments during the VEA 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
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 and staying organized 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
Must have been out of the workforce for two or more years as of the January 2027 program start date

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 Series 7 and 63 exams
Immersive learning experience with financial product education and platform navigation
Professional development
Licensing and training period
Mentorship
Additional professional designations and networking opportunities