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Financial Advisor Team Manager

Company: Morgan Stanley
Location: Gilbert
Posted on: January 15, 2020

Job Description:

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. Virtual Client Solutions within Morgan Stanley provides wealth management services to clients remotely, through a call center model. Employees within this business include Financial Advisors, Client Service Associates, Operations Associates & Risk Officers. The Financial Advisor Team Manager is responsible for leading 10-15 FAs that support clients within a call center environment. The individual will ensure their team is providing world class advice and guidance through active listening and monitoring of calls (inclusive of call recordings), perform FA assessments, assist individuals and the team to meet / exceed performance goals. The team of FAs will not have a book of business or own any individual client relationship; they will be the primary contact for a client s servic and financial needs. The team manager will work with the FAs to deepen relationships with clients through portfolio reviews, outbound campaigns, retention strategies and providing client solutions. The team manager will also be engaged with hiring, training, coaching, retaining employees, managing risk, driving revenue growth, maintaining a superior and consistent level of client service, developing a cohesive team and providing consistent leadership. The individual must thoroughly understand all Morgan Stanley systems and comply with all Morgan Stanley policies and procedures. The FA Team Manager reports to the Sales Director. Responsibilities * Maintains the highest ethical standard and puts client needs above all other considerations * Plays a key role in sourcing, hiring, training and coaching FAs * Meets or exceeds service and performance goals set for their FA Team * Leads by example by maintaining a positive work environment, demonstrates ethical business practices and is committed to diversity and respect for others * Leads proactively by identifying trends in the call center and positioning resources appropriately * Identifies areas of business growth and opportunity to better serve client needs * Creates an open and inclusive team culture by seeking and encouraging diverse FA candidates * May be asked to assist in training and coaching other FAs as well as supporting client calls / inquiries * Thorough understanding of the Firm s products; uses this knowledge to provide support and direction to their team to drive FA performance * In conjunction with the Branch Manager, works with HR and Legal to manage employee relation issues * Assists in regulatory, legal and compliance issues related to his / her team members * Assists in surveillance of his / her team, which may include review of recorded calls, assigned reports, etc. * Assists FAs with achieving goals related to key business metrics * Ability to manage a team within a call center environment Bachelor s degree or equivalent * At least 4 or more years of experience managing employees in financial service or related call center environment * Licenses and Registrations - Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65), potentially other licenses may be required for the role as determined by management / registration * Effective written and verbal communication skills * Ability to manage a team Posting Date Jan 9, 2020 Primary Location Americas-United States of America-Arizona-Gilbert Job Wealth Management Employment Type Full Time Job Level Vice President

Keywords: Morgan Stanley, Gilbert , Financial Advisor Team Manager, Executive , Gilbert, Arizona

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