Engage with field management and recruits prior to start date to ensure clear communication of processes and expectations. Key liaison for field personnel regarding policy & procedures, training efforts and the communication of strategic initiatives to recover assets. Owner of business initiatives within a small, focused team environment. Develop and implement enterprise-wide solutions to assist Field Management in Financial Advisor client onboarding. Identify, create, interpret, and relay transition metrics to the recruit team and field management. Assist with client onboarding, including new account opening, initial digital engagement and the suite of Modern Wealth Management Tools. Maintain ongoing communication with Branch Management/FA Recruit/Team and corporate partners to ensure a seamless client experience. Assist in client due diligence to provide proactive problem solving and resolutions. Coordination across product units to ensure expeditious processing of documents and asset recovery. Perform other duties and special projects as assigned. Minimum of 5 years of Wealth Management experience. BA degree, SIE, Series 7, 66 required. Strong written and verbal communication skills. Demonstrated ability to lead and influence others over whom you have no direct management responsibilities. Demonstrated ability to prioritize and manage multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail. Strong organizational, project management and analytical skills. Self-motivated and able to work in a strong team and high activity environment. 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. 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 $85,000 and $135,000 per year at the commencement of employment. 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.
Want more jobs like this?
Get jobs delivered to your inbox every week.
