Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
The Virtual Engagement organization within Wealth Management focuses on supporting the growth and overall success of Morgan Stanley Financial Advisors.
The Virtual Engagement Associate Program (VEA) was launched to support experienced Financial Advisors by executing aspects of their individual business development strategies. By leveraging Morgan Stanley's state-of-the-art tools, VEAs help Financial Advisors increase client engagement by managing their digital presence via social media and business websites, creating consistent client-specific communication based on Morgan Stanley's unique Next Best Action tool, building authentic goals-based financial plans for clients and prospects, and more.
As part of the Virtual Engagement Associate Program (VEA) team, the VEA Team Manager is responsible for directly managing a team of 20+ VEAs who support a subset of our Financial Advisor base through either Digital Marketing or Financial Planning services. The VEA Team Manager will ensure their entire team is performing at a high level while adhering to Firm & program standards of excellence.
Responsibilities:
• Responsible for supervision of VEAs including managing their training and development
• Monitor on-site performance, behavior and general policy adherence
• Develop effective teams, providing consistent leadership and assuming accountability for result
• Ensure the team is meeting all minimum requirements defined by the VEA standards of excellence; these include, but are not limited to, client engagement metrics and logging activity
• Coach and develop team members to improve their performance across all metric
• As needed, create performance improvement plans for underperforming VEA
• Support the VEA Recruiter in the Campus Recruiting process by conducting candidate interviews or assist with various recruiting efforts as necessary
• Conduct regular team meetings to pass along best practices and share idea
• Understanding and knowledge across all VEA services and offering
• In partnership with the VEA Relationship Manager, conduct performance review
• Stay organized, focused, and highly disciplined
• Demonstrate accountability and a strong work ethic to promote confidence and trust in their work
Qualifications:
- Bachelor's degree or equivalent experience
- Minimum 10 years of experience in finance, business development, management, sales, legal, accounting, education, military, or another business-related field
- Required Licensing: SIE, 7TO, 63 & 65 (or 66) 24 (or 9/10)
- Previous management experience required
- Excellent written, verbal and presentation communication skills
- Possess exemplary organization and time-management skills
- Expert knowledge of PC, MS Office and internet applications
- Self-starter, must be able to work independently, be flexible and detail-oriented
- Be authorized to work in the US without durational restrictions
- Successfully complete background check and pre-employment assessments
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Expected base pay rates for the role will be between $100000 and $180000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients.
Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
