Advisor Recruiting Strategy and Operations, ED
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. Morgan Stanley's National Recruiting Team is an integral part of the Wealth Management division, dedicated to attracting top-tier financial advisors to the firm.
Job Description
The National Advisor Recruiting Strategy and Operations role will serve as the senior strategic partner to the National Head of Advisor Recruiting, helping lead a business responsible for driving the recruitment of elite Financial Advisors and teams. This role will act as a liaison between executive leadership, regional management and key functional partners to optimize the advisor acquisition strategy, operational execution and competitive positioning nationally. The ideal candidate will bring a blend of strategic vision, operational rigor, confident decision making and the executive presence to influence across various levels of the firm.
Position Responsibilities
Strategic Leadership
- Collaborate with the Head of National Recruiting to develop and implement a multi-year recruiting strategy across the Financial Advisor landscape.
- Manage cross-functional initiatives involving HR, Legal, Marketing, and Field Leadership.
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Recruiting Execution & Performance
- Drive disciplined execution of reporting and analytics initiatives.
- Advise on complex deal negotiations, ensuring financial discipline and competitive positioning.
- Support field communications by sharing best practices, competitive insights, and key business trends.
Financial Management & Deal Governance
- Partner with Finance on P&L oversight, compensation frameworks, and profitability analysis.
- Engage in deal modeling and negotiations.
- Coordinate with Legal and Compliance to ensure alignment on contractual terms and recruiting guidelines.
Leadership, Development & Partnerships
- Cultivate strong relationships with regional management, field leadership and external recruiting partners to ensure alignment on strategy, reduce friction in the recruiting process and create a unified enterprise level approach to advisor acquisition.
Qualifications
- 5-7 years of experience in wealth management, advisor recruiting, field management or strategic business leadership.
- Proven ability to lead complex, firmwide initiatives.
- Experience with P&L management and/or compensation architecture.
- Strong analytical, communication, and executive presentation skills.
- Understanding of advisor economics, recruiting trends, and/or competitive dynamics in the industry a plus.
- MBA or related advanced degree preferred.
- Excellent organizational and analytical skills.
- Self-starter with the ability to prioritize multiple projects and deliver with exceptional attention to detail.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 $150,000 and $250,000 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'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).
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Fitness Subsidies
- On-Site Gym
- Pet Insurance
- Mental Health Benefits
- FSA
- Virtual Fitness Classes
- HSA
Parental Benefits
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Return-to-Work Program
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Leave of Absence
- Volunteer Time Off
- Personal/Sick Days
Financial and Retirement
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Relocation Assistance
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Access to Online Courses
- Lunch and Learns
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
- Internship Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)