ETRADE - AVP, Platinum Relationship Management

The Platinum AVP will lead and manage their team of Relationship Managers within a collective work setting aimed to support and grow our most valuable client base. The ideal candidate will demonstrate skills in leading their teams, daily management of business operations, hiring top talent, and desire for employee development that will deliver results. The leadership and coaching you will provide to your team will be established in the exclusive service expectations that is essential with high-net-worth clients. You will show a solid expertise in identifying business risk and effectively resolving escalated client issues.

The Platinum AVP will ensure proper support structures are in place for providing white glove service. You will also demonstrate an innovative mindset through identifying ways to develop processes to promote efficiency and productivity. The Platinum AVP will leverage data to establish improvement opportunities, strategies and plans designed to influence a white glove service experience for our high-net-worth clients and their service expectations.

Basic

• Minimum of 3 years supervisory/leadership experience
• Minimum of 5 years brokerage/financial service experience
• Series 7, 63 required. Series 9, 10 highly preferred but is required after 90 days

Preferred

• Positive attitude, enthusiasm, professionalism, and strong work ethic with a high level of integrity
• Excellent listening, written and verbal communication skills
• BS/BA Degree preferred or equivalent combination of education, training, and experience with an emphasis on Finance, Business and/or Economics
• Demonstrated passion for coaching and developing individual contributors
• Flexible to meet demands in an ever-changing work environment
• Connect with others in a way that fosters trust and creates collaborative relationships
• Ability to effectively motivate Team Leads and Relationship Managers to achieve performance objectives
• Independently manage and drive multiple projects simultaneously
• Proactively drive ideas/initiatives and gain support at the senior level of the organization
• Effectively communicate at all levels of the organization up to and including senior leadership
• Anticipate problems and proactively drive solutions
• Work closely with senior leadership to develop, set, and manage goals for Platinum teams/Relationship Managers
• Maintain a high level of attention to detail and the ability to work efficiently to meet tight deadlines
• Demonstrates self-confidence and the ability to maintain composure in difficult situations

• Exhibit initiative in expanding knowledge across our business and participates in projects as appropriate
• Detailed understanding of the securities industry including margin and equity/option trading
• Ability to set and achieve stretch goals
• Adhere to the schedule demands of a dynamic business environment, often requiring schedule and overtime flexibility
• Proficient in MS Word, Excel, PowerPoint, and Salesforce

Securities products and services are offered by E*TRADE Securities LLC, Member SIPC.

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).

• Job Field: Wealth Management