Wealth Management Virtual Engagement Associate, Program 2027

Jobtailor; New York (NY); On-site; USD 65,000 - 110,000; Full time

Job summary

Morgan Stanley in New York offers a two-year program to support financial advisors with client engagement and business development. You will tailor outreach, create content, and analyze relationships to deepen advisor partnerships.

You will learn wealth solutions, assist onboarding, and complete licensing and assessments as part of the program.

Qualifications

• Bachelor’s degree with proven academic success.
• Prior professional experience is welcome but not required.
• SIE exam completed prior to interviewing.
• Series 7 and 63 exams to be completed within the timeframe.
• Strong communication and adaptability in a fast-paced environment.
• Ability to learn new technologies and processes quickly.

Responsibilities

• Support Financial Advisors in business development and client engagement.
• Partner with Advisors to tailor client engagement strategies.
• Build and execute digital and targeted client outreach.
• Create content and segmented communication campaigns.
• Develop structured cadences to increase client touchpoints.
• Analyze client data to identify opportunities and improvements.

Skills

Client Engagement Strategies

Digital Outreach Strategies

Data Analysis

Content Creation

Onboarding Processes

Product and Solutions Fluency

Prompt Engineering

AI-Driven Solutions Optimization

Strong Written Communication

Verbal Communication

Interpersonal Skills

Organizational Skills

Education

Bachelor’s degree

Securities Industry Essentials (SIE)

Series 7 Exam

Series 63 Exam

Tools

AI Tools and Technologies

Job description

• 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
• Create social media and website content and segmented client 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 investment/insurance solutions
• Create and present business insights, reports, and readouts for Financial Advisors and leadership
• Share best practices to continuously improve strategy
• Complete licensing, training, and assessments during the two-year and three-month program

Requirements

• Bachelor’s degree with a proven track record of academic success
• Prior professional experience would be an asset but not required
• Securities Industry Essentials (SIE) exam completed prior to interviewing
• Series 7 and 63 exams require completion 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 a strong understanding of AI tools and technologies preferred
• Hands-on experience optimizing AI-driven solutions preferredHigh 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
• Must not require, now or in the future, sponsorship for employment visa status
• Successful completion of background check and pre-employment assessments

Core Competencies

Demonstrates expertise in client engagement strategies, financial planning tools, and digital outreach initiatives. Proficient in analyzing client data to enhance relationships and support financial advisors in achieving business goals.

Highest-signal resume keywords

• Client Engagement Strategies
• Financial Planning Tools
• Securities Industry Essentials (SIE)
• Series 7 and 63 Exams
• AI Tools and Technologies

Hard Skills

• Digital Outreach Strategies
• Client Communication Campaigns
• Data Analysis
• Financial Advisor Support
• Content Creation
• Business Insights Reporting
• Onboarding Processes
• Product and Solutions Fluency
• Prompt Engineering
• AI-Driven Solutions Optimization

Soft Skills

• Strong Written Communication
• Verbal Communication
• Interpersonal Skills
• Flexibility
• Adaptability
• Organizational Skills
• Motivation
• Ability to Work Under Pressure

Certifications & Qualifications

• Securities Industry Essentials (SIE)
• Series 7 Exam
• Series 63 Exam

Industry Keywords

• Financial Advisors
• Wealth Solutions
• Client Touchpoints
• Engagement Data
• Workplace Engagement Initiatives