Financial Advisor Team Manager VP Gilbert, AZ

Financial Advisor Team Manager VP Gilbert, AZ

Job Number : 3260078

3260078

Posting Date

Oct 7, 2024

Primary Location

Americas-United States of America-Arizona-GilbertEducation Level : Refer to Position Description

Wealth ManagementEmployment Type : Full TimeJob Level : Vice President

Description

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.

Are you a proven sales leader and have a passion for developing high-performing teams who take pride in helping clients reach their goals?

Then our Financial Advisor Team Manager opportunity could be your next career move!

Joining Morgan Stanley as a Financial Advisor Team Manager you will be responsible for leading 10-15 Financial Advisors (FA) that support clients within a call center environment.

You will ensure that your team provides world class advice and guidance through active listening and monitoring of calls (inclusive of call recordings), performing FA assessments, assisting individuals and the team to meet / exceed performance goals.

Your FA team will provide financial planning and advice to a shared book of existing clients, working with their peers to ensure that clients receive a consistent, differentiated experience.

As the team manager you will work with the FAs to deepen relationships with clients through portfolio reviews, outbound campaigns, retention strategies and providing client solutions.

You will also be engaged in hiring, coaching and retaining talent while managing risk and driving revenue growth. Doing these things consistently is a part of being an effective leader in this organization.

The successful leader will create a climate where their team is motivated to do their best, hold themselves and their team accountable to meeting commitments and consistently achieving results, and anticipates client needs and prioritizes work accordingly to meet contact center service levels.

Leaders also have the opportunity to influence and lead change within this growing organization. The Team Manager reports to the Sales Director.

This role will be located in Gilbert, AZ.

Responsibilities :

• Maintains the highest ethical standard and delivers client solutions that add value and build lasting relationships
• Does not compromise on hiring high quality candidates
• Develops Financial Advisors through coaching, feedback, exposure, and stretch assignments
• Drive results and accountability by fostering a sense of urgency in the team for reaching goals and meeting deadlines
• Can identify trends in the call center
• Identifies areas of business growth and opportunity to better serve client financial planning needs
• Promotes a team environment that values, encourages, and supports differences
• Establishes and maintains effective Morgan Stanley Virtual Advisor partnerships
• Establishes a thorough understanding of the Firm’s products to provide support and direction to their team to drive FA performance
• In conjunction with the Sales Manager, works with HR and Legal to manage employee relation issues
• Assists in regulatory, legal and compliance issues related to their team members which may include review of recorded calls, assigned reports
• You will be expected to thoroughly understand all Morgan Stanley systems and comply with all Morgan Stanley policies and procedures

Qualifications

Required Qualifications

• 3 years of experience as a Sales Team Manager in the Financial Industry.
• Must have hands-on experience with daily coaching, motivating, training, developing and mentoring of Financial Advisors
• Active Licenses and Registrations :
• Active Series 7
• Series 66 (or 63 and 65)
• Series 9 / 10
• Ability and willingness to obtain other licenses as determined by management
• Any related experience in a contact or call center
• Must live within a commutable distance to our Gilbert, AZ office

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).

keywords : sales, leadership, contact center, call center, financial services, Series 7, Series 9 / 10, Series 66, licensed, Gilbert