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 (VEA) Program 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.

The VEA Program has 3 locations and is expanding its footprint to include Tempe, Arizona. The VEA Site Manager will be the senior leader representing VEA on site and partnering across business lines to build out the team’s presence. This includes oversight of the management team and 40 VEAs who support a subset of our Financial Advisors through either Digital Marketing and/or Financial Planning services. The VEA Site Manager will ensure their entire team is performing at a high level while adhering to Firm & program standards of excellence.

Responsibilities:

·Partner with COO to build out the new site, including sourcing and interviewing of candidates for 2-Year VEA and Management roles, real estate and technology set up, refining guidelines for the new location in line with the larger organization and more

·General supervision and management of VEAs and Managers including performance management, career development, coaching, work scheduling etc., as well as helping manage relationships between VEAs and their Financial Advisors

·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

·As needed, create performance improvement plans for underperforming VEAs

·Conduct regular team meetings to pass along best practices and share ideas

·Understanding and knowledge across all VEA services and offerings 

·Act as point of escalation for issues from Financial Advisors, Field Management and the VEA desk and assist in any appropriate issue-resolution needs

·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

·Bachelor’s degree in Finance, Economics, Business Management, or other relevant field with a minimum of 10 years of experience managing others in a finance or accounting role

·Securities Industry Essentials (SIE) exam required, Series 7, 66 and either the 24 or 9/10 within 180 days from start date

·Experience with Financial Planning, CFP® preferred

·Previous management experience required

·Advanced knowledge of the Microsoft Office Suite with an emphasis on Excel and PowerPoint

·Excellent leadership, analytical, communication presentation, and time-management skills

·Ability to remain focused and highly disciplined while working in a fast-paced environment and balancing multiple priorities

·Be authorized to work in the US without durational restrictions

Successfully complete all applicable background check and pre-employment assessments

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).