Return To Work - Virtual Engagement Associate (VEA) | Dallas, TX

Morgan Stanley•Dallas, TX

1d•Onsite

About The Position

Morgan Stanley's Return to Work program is designed for experienced professionals who have taken a career break and are looking to re-enter the workforce. The Dallas program runs from January 18, 2027, to May 7, 2027, offering a 16-week paid experience in roles aligned with participants' expertise, complemented by training, mentorship, and professional development. The Wealth Management Virtual Engagement Associate (VEA) Program specifically provides firsthand experience supporting top Financial Advisors (FAs) in business development areas such as client engagement, financial planning, workplace engagement, and wealth solutions. Participants are placed in one of these roles based on their background and business needs. The program is structured as a two-year and three-month commitment, including licensing and training, to build a strong foundation in Wealth Management and client engagement. This immersive experience allows participants to earn licenses, gain professional designations, network, and acquire valuable experience working with different FAs to understand practice management. Successful participants can advance their careers within Morgan Stanley. The VEA Program operates in-person across six office locations, including Dallas, TX, and is not a remote position.

Requirements

A bachelor’s degree with a proven track record of academic success.
Securities Industry Essentials (SIE) exam completed prior to interviewing for the program.
Strong written and verbal communication, client, and interpersonal skills.
Demonstrates flexibility and adaptability, with the ability to quickly learn and apply new technologies, processes and tools to meet evolving business needs.
Extraordinarily high level of 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.
Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
Successful completion of background check and pre-employment assessments.
Individuals who have been out of the workforce for two or more years (calculated as of January 2027).

Nice To Haves

Prior professional experience.
Experience in prompt engineering and a strong understanding of AI tools and technologies preferred, as well as hands-on experience in optimizing AI-driven solutions.

Responsibilities

Partnering with Financial Advisors to understand their business goals and tailor client engagement strategies to support growth.
Building and executing digital and targeted client outreach strategies, including social media/website content and segmented client communication campaigns.
Developing structured communication cadences that increase meaningful client touchpoints and deepen relationships over time.
Analyzing client relationships and engagement data to identify opportunities and deliver tactical recommendations to enhance the client experience.
Supporting workplace engagement initiatives, including communicating the value of a financial advisor partnership to workplace participants.
Applying financial planning tools and resources to gather client information, build/analyze plans, and communicate results and next steps clearly.
Educating clients on Morgan Stanley wealth solutions and supporting end-to-end onboarding to drive adoption of relevant capabilities (e.g., cash management and self-directed solutions).
Developing product and solutions fluency across advisory programs and select investment/insurance solutions, with exposure to complex implementation and client-facing reporting.
Creating and presenting business insights (e.g., reports and readouts) for FAs and leadership, and sharing best practices to continuously improve strategy.