Virtual Engagement Associate, Return To Work

Morgan Stanley

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

Posted 9/15/2026full-timeNew York City • New York • United StatesJuniorMid-Level💰 $29 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client engagement strategies, financial planning tools, and effective communication to support Financial Advisors in business development. Proficient in analyzing client data and optimizing outreach initiatives to enhance relationships and drive results.

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 Solutions Education

Soft Skills

Strong Written CommunicationInterpersonal SkillsFlexibility and AdaptabilityHigh MotivationOrganizational Skills

Tools & Technologies

AI-Driven SolutionsSocial Media ContentWebsite ContentSegmentation Tools

Certifications & Qualifications

Securities Industry Essentials (SIE)Series 7 ExamSeries 63 Exam

Industry Keywords

Financial AdvisorsWealth SolutionsClient TouchpointsOnboarding ProcessEngagement Initiatives

About the role

Key responsibilities & impact

Support Financial Advisors in business development through client engagement activities
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 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 selected investment and insurance solutions
Create and present business insights, reports, and readouts for Financial Advisors and leadership
Participate in rigorous licensing, training, and assessments
Work with different Financial Advisors to understand how they run their practices and share best practices

Requirements

What you’ll need

Bachelor’s degree with a proven track record of academic success
Securities Industry Essentials (SIE) exam completed prior to interviewing
Series 7 and 63 exams must be completed 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
Out of the workforce for two or more years as of the January 2027 program start date
Prior professional experience is an asset but not required

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
Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans
Parental Leave
10 Paid Holidays
Short/Long Term Disability
Other special employee perks