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 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 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:

• 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

• 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