Consulting Group Advisory Director, VP

Management of national initiatives and tactical campaigns leveraging Salesforce. Ongoing coaching and development of financial advisors. Partner with Regional Management and Product teams to identify and pursue opportunities and deliver against specific regional and product targets that meet clients' needs. Drive overall CG business in their coverage area. This includes overall CG penetration and Advisory development with a focus on driving advisory business overall. Create CG education meetings and events. This will include offsite meetings partnered with third party managers. These meetings and events will focus on investment strategy, practice management, advisory development, and CG training. Active Series 7 and 63, 65 (or 66) or ability to obtain within six months of hire Bachelor's degree in Business, Economics, Finance or equivalent work experience 5+ years proficiency in financial markets and financial products 5+ years of experience in Sales, Marketing, or comparable commercially-oriented activities Strong knowledge of CG products and platforms. CGAD will also be required to have a strong knowledge of investments and the markets. This will include asset allocation and strategy, portfolio construction and manager search and selection. Proven track record of driving results in a sales/marketing role Well-recognized leader, culture carrier, and experienced manager, with a demonstrated track record of building, leading, motivating, and managing teams of highly motivated and highly functioning individuals Excellent presentation skills. CGAD will be required to present at regional events, complex and branch meetings as well as client events on the overall CG message, CG training, advisory development, as well as investment management. 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 $110,000 and $185,000 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.