VEA Team Manager

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 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 Stanleys 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 Stanleys 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 results

• 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 metrics

• As needed create performance improvement plans for underperforming VEAs

• 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 ideas

• Understanding and knowledge across all VEA services and offerings

• In partnership with the VEA Relationship Manager conduct performance reviews

• Stay organized focused and highly disciplined

• Demonstrate accountability and a strong work ethic to promote confidence and trust in their work

Qualifications:

• Bachelors degree or equivalent experience

• Minimum 10 years of experience in finance business development management sales legal accounting education military or another business-related field

• Licensing requirements: SIE required before start date; Series 7 and Series 66 required to be completed within 90 days from hire date / transfer in date. Series 24 or 9/10 is encouraged.

• 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

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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe please copy and paste into your browser.

Morgan Stanleys 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).