Return - Virtual Engagement Associate; VEA Dallas, TX

Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

Return to Work Program – Dallas At Morgan Stanley, we recognize the immense potential in experienced professionals who have taken a career break and are now eager to return to the workforce.

We value the life skills and experiences you've gained outside of work and recognize the significant contributions you can bring to our organization.

You don’t have to have a background in financial services to have a career with us.

We welcome highly motivated candidates from a diverse range of industries and skills.

We strive to create a spirit of inclusion by bringing together dedicated professionals with diverse backgrounds, talents, perspectives, cultural identities, and experiences.

Our Dallas Return to Work program will run from January 18, 2027 through May 7, 2027 in our Dallas office.

This 16‑week paid program places participants in roles that align with their existing expertise while also broadening their horizons through comprehensive training, mentorship, and professional development.

The VEA Program is designed to give you firsthand experience working with the top Financial Advisors (FAs) in the industry at a leading global financial institution. In the VEA Program there are several different roles that are designed to support Financial Advisors in areas of business development, including the Client Engagement Associate, Financial Planning Associate, Workplace Engagement Associate, and Wealth Solutions Associate.

Upon hire, you will be placed in one of these roles based on your experience, education, credentials, and business needs. The goal of the program is to give you a strong foundation in several systems/tools, business areas, and skills. The VEA Program is structured as a two‑year and three‑month commitment (including the licensing and training period) and is designed to build a strong foundation across Wealth Management and client engagement.

The length of the program enables you to earn your licenses, be trained in the role, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice. The insight you will gain is unique, and if successful, will propel you into a fruitful career at Morgan Stanley. Many successful associates continue their journey beyond the initial program period by gaining experience in new areas, broadening their expertise, and pursuing additional opportunities within the VEA organization.

The VEA Program operates in‑person, across six office locations:
Alpharetta, GA | Chicago, IL | Dallas, TX | New York Metro | Tempe, AZ. This is not a remote position.

• 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…