National Advisor Recruiting Manager, VP

711 MS Smith Barney, LLC; Town/Village of Harrison (NY); On-site; USD 115,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking a National Recruiting Manager to support the Financial Advisor recruiting program across the organization. The role partners with Field leadership and Home Office teams to drive scale, consistency, and success in recruiting, requiring strong judgment, attention to detail, and analytical rigor.

Expected base pay ranges from $115,000 to $190,000 annually, with additional compensation depending on role and performance.

Qualifications

• Exemplary verbal and written communication skills for senior leaders and partners.
• Highly organized, with strong time-management skills and the ability to manage multiple priorities.
• Strong analytical and critical-thinking skills to assess recruiting opportunities and business impact.
• Proven ability to build trusted relationships and partner across Legal, Compliance, Finance, HR, Transition and Field Leadership.
• Strong negotiation skills with experience structuring complex recruiting opportunities.

Responsibilities

• Partner with Field leadership to review Financial Advisor recruit opportunities and understand each candidate’s book of business.
• Review and assess supporting documentation, including CRD records, DDPs, and due diligence materials.
• Evaluate recruit profiles to determine deal size, structure and risk based on opportunity and strategic fit.
• Negotiate deal terms and structures with Field leadership and internal stakeholders.
• Identify and assess risks related to a recruit’s transition and price deals accordingly.
• Prepare contracts and employment-related agreements with clear explanations to stakeholders.
• Coordinate across National Recruiting, Field Management, Legal, Compliance, Finance, HR and other Home Office partners.
• Help improve recruiting processes, documentation standards and operating efficiency.

Job description

The National Recruiting Manager role is a unique opportunity to gain deep exposure to the Wealth Management field organization while supporting the National Recruiting team in its efforts to attract and hire Financial Advisors. This individual will partner closely with Field leadership, Field Management Administration, and various Home Office teams to support Financial Advisor recruiting activity across the organization. The role requires strong business judgment, attention to detail, analytical skills, and the ability to evaluate recruit profiles, transition risks, and deal economics. The National Recruiting Manager will play an important role in helping the team drive greater scale, consistency, and success in Financial Advisor recruiting.

Key responsibilities:

• Partner with Field leadership to review Financial Advisor recruit opportunities sourced by the manager and develop an in-depth understanding of each candidate’s book of business, including production, assets, employment history, business mix, and other relevant profile details.
• Review and assess supporting documentation, including CRD records, DDPs, and other due diligence materials.
• Evaluate recruit profiles to determine appropriate transition deal size and structure based on business opportunity, risk factors, transition complexity, and overall strategic fit.
• Negotiate deal terms and structures for prospective Financial Advisor recruits, in partnership with Field leadership and relevant internal stakeholders.
• Identify and assess known risks related to a recruit’s transition, including business, compliance, operational, and documentation considerations, and price transition deals accordingly.
• Prepare contracts and other employment-related agreements and be able to provide clear and detailed explanations to relevant stakeholders.
• Support cross-functional coordination between the National Recruiting team, Field Management, Legal, Compliance, Finance, and other Home Office partners as needed.
• Help improve recruiting processes, documentation standards, and operating efficiency across the National Recruiting function.

Job Requirements:

Exemplary verbal and written communication skills, with the ability to deliver clear, persuasive presentations to senior leaders, field management, and internal partners. Highly organized, focused, and disciplined, with strong time-management skills and the ability to manage multiple priorities, opportunities, and stakeholders simultaneously. Strong analytical and critical-thinking skills, including the ability to assess recruiting opportunities, evaluate business impact, interpret data, and support informed decision-making. Demonstrated ability to build trusted relationships and partner effectively across functions, including Field Leadership, Legal, Compliance, Finance, Human Resources, Transition, and Business Management. Proven ability to influence and gain alignment across diverse stakeholders while advancing strategic recruiting priorities. Strong negotiation skills, with demonstrated experience structuring, positioning, and advancing complex recruiting opportunities. Sound business judgement and risk awareness, including the ability to identify key deal considerations, evaluate potential risks, and understand their impact on economics, pricing, approvals, and execution. Professional presence, discretion, and sound judgement when handling confidential candidate, advisor, and business information. Results-oriented mindset with a track record of driving high-quality execution in a fast-paced, competitive environment. Strong attention to detail and commitment to process discipline, ensuring recruiting activity is managed consistently, accurately, and in accordance with firm standards.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that is differentiated - and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s 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 https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $115,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions - and in the ability of capital to work for the benefit of all society.

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