Team Manager - Financial Advisor

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 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 individual will be part of the Morgan Stanley Virtual Advisor (MSVA) team within Morgan Stanley Wealth Management. MSVA is a mass affluent channel that provides clients with financial advice and guidance as well as all other servicing needs through a phone-based model.

The Team Financial Advisor Manager is responsible for directly managing a team of 12-15 Financial Advisors who support mass affluent clients through inbound and outbound engagement. The Financial Advisor Team Manager will ensure their entire team is performing at a high level while adhering to Firm and business standards of excellence.

Role Responsibilities:

• Manage, coach, and guide a team of FAs, driving opportunities for and championing the professional development of team members

• Set and manage team standards around attendance, performance metrics, and service quality of conversation

• Support FAs in meeting core Key Performance Indicators (KPIs)

• Actively seek opportunities to improve conversation skills; take a proactive approach in contributing to the success of the team through process improvement and information sharing

• Identify opportunities for improvement and create practical and comprehensive implementation plans to drive change across the organization

• Identify risks early and develop actionable mitigation plans

• Partner with varying levels of management and stakeholders to concisely explain complex issues and garner leadership support

Minimum Qualifications:

• Registrations: SIE, Series 7, Series 66 (or 63 AND 65), and Series 9/10

• Supervisory experience required

Preferred Skills:

• Proven ability to develop and execute a comprehensive team business plan focused on growth, retention, and driving revenue

• Excellent knowledge of compliance practices and proven track record working within industry and regulatory parameters

• Exhibit initiative in expanding knowledge across our business and participating in departmental projects to help provide the best client experience

• Personal commitment to setting and accomplishing goals

• Displays trust-worthy attributes

• See all projects/client inquiries through to completion - taking ownership

• Demonstrates self-confidence and the ability to maintain composure in difficult situations

• Promote teamwork and understand which decisions can be made independently and which involves collaboration with others

• Outstanding oral and written communication skills

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

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).