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 Business Development and Field Training organization within Wealth Management focuses on the strategy and day-to-day management of Business Development, Product Distribution, and Field Engagement to assist Financial Advisors in better serving client needs. BD&FT is comprised of Sales Managers, Product Specialists, Internal Product Sales Desks, and a Home Office team committed to supporting the growth and overall success of Morgan Stanley Financial Advisors.The Virtual Engagement Associate Program (VEA) was recently launched tosupporting experienced Financial Advisors with 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, as well as by creating consistent client-specific communication based on Morgan Stanley's unique Next Best Action tool.The Morgan Stanley VEA Desk Manager role is a unique opportunity to lead, coach and develop a team of 10-20 VEAs. The Manager will ensure their entire team is performing at a high level while adhering to firm & program standards of excellence.Responsibilities:Use the Firm's digital tools on behalf of Financial Advisors to enhance client relationships and generate increased business Drive best practices for their team towards adoption of the Modern Wealth Management tools with Financial Advisors Conduct weekly team meetings to pass along best practices and share ideasEnsure the team is meeting all minimum requirements defined by the VEA standards of excellence; these include, but are not limited to, client engagement metrics, logging activity and subscription ratesCoach and develop team members to improve their performance across all metricsAs needed, create performance improvement plans for underperforming VEAsConduct Financial Advisor calls when neededHelp create and maintain presentations and reports to update all levels of management on Program status and strategyStay organized, focused, and highly disciplined Establish, maintain and support strong working relationships with their Financial AdvisorsDemonstrate accountability and a strong work ethic to promote confidence and trust in their workFacilitate communication as a field leadership liaison hosting calls with Complexes/RegionsEffectively conveys the VEA value proposition to field leadership and FAsSupport the VEA Recruiter in the Campus Recruiting process by presenting the VEA role at career fairs, conduct candidate interviews and assisting with various recruiting effortsAssist with VEA projects as needed often acting as subject matter expertsFocus on quality management and increase growth by managing Financial Advisor drop/resubscription ratesAssist with updating the training manual#LI-VJ1Qualifications - ExternalRequirements:Bachelor's degree or equivalent experienceMinimum 5 years of experiencein finance, business development, management, sales, legal, accounting, education, military, or other business-related field Securities Industry Essentials (SIE) exam required, Series 7, 66 and 24 required within 3 months of joining the deskOne year experience as a VEA or FA-facing role requiredPrevious management experience requiredExcellent written, verbal and presentation communication skillsPossess exemplary organization and time-management skillsExpert knowledge of PCs, MS Office and internet applicationsSelf-starter, must be able to work independently, be flexible and detail-orientedBe authorized to work in the US without durational restrictions Successfully complete background check and pre-employment assessmentsMorgan 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 $105,000 and $180,000 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.#LI-VJ1
