VEA - Team Manager

Morgan Stanley; Dallas (TX); On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

N/A

Job summary

Morgan Stanley is seeking a Virtual Engagement Associate (VEA) Team Manager to lead a 20+VEAs team supporting a subset of our Financial Advisor base through Digital Marketing or Financial Planning services.

You will supervise training and development, monitor performance, coach for high standards, and ensure adherence to the VEA excellence framework. You will partner with the VEA Relationship Manager to conduct reviews and drive engagement across client activities within Wealth Management.

Qualifications

• Bachelor’s degree or equivalent experience.
• Minimum 10 years of experience in finance, business development, management, or related fields.
• Licensing: SIE required before start; Series 7 and Series 66 within 90 days; Series 24 or 9/10 encouraged.
• Previous management experience required.
• Excellent written, verbal and presentation communication skills.
• Strong organizational and time-management skills.
• Proficient PC skills and MS Office.
• Authorized to work in the US without durational restrictions.
• Willing to complete background check and pre-employment assessments.

Responsibilities

• Supervise VEAs including training and development.
• Monitor on-site performance and policy adherence.
• Develop effective teams with leadership and accountability.
• Ensure team meets VEA standards of excellence; include client engagement metrics.
• Coach and develop team members across all metrics.
• Create performance improvement plans for underperforming VEAs.
• Support the VEA Recruiter in campus recruiting.
• Conduct regular team meetings to share best practices.
• Maintain knowledge across all VEA services.
• Partner with the VEA Relationship Manager to conduct performance reviews.
• Stay organized, focused and disciplined.
• Demonstrate accountability and a strong work ethic.

Skills

Leadership

Communication

Organization

Self-motivation

Attention to detail

Education

Bachelor’s degree or equivalent experience

Tools

MS Office

Internet applications

Job 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.

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 & programme 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

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’s 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 $110,000 and $180,000 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.