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.
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 clients service and financial needs.
Maintains the highest ethical standard and puts client needs aboveall 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 andrespect for others
Leads proactively by identifying trends in the call center andpositioning resources appropriately
Identifies areas of business growth and opportunity to better serveclient needs
Creates an open and inclusive team culture by seeking and encouragingdiverse FA candidates
May be asked to assist in training and coaching other FAs as well assupporting client calls / inquiries
Thorough understanding of the Firms products; uses this knowledge toprovide support and direction to their team to drive FA performance
In conjunction with the Branch Manager, works with HR and Legal tomanage employee relation issues
Assists in regulatory, legal and compliance issues related to his / herteam members
Assists in surveillance of his / her team, which may include review ofrecorded calls, assigned reports, etc.
Assists FAs with achieving goals related to key business metrics
Ability to manage a team within a call center environment
Bachelors degree or equivalent
At least 4 or more years of experience managing employees in financialservice or related call center environment
Licenses and Registrations - Active Series 7, 8 (or 9 and 10), 66 (or 63and 65), potentially other licenses may be required for the role as determinedby management / registration
Effective written and verbal communication skills
Ability to manage a team