Coach Coach …

Morgan Stanley
à Boston, MA, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Morgan Stanley
à Boston, MA, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Modern Engagement Coach

As part of the BusinessDevelopment and Field Training Organization, the Modern Engagement Coach is responsiblefor driving adoption of the Morgan Stanley Wealth Management tools and platforms.  The Coach will travel extensively and workclosely with Financial Advisors (FAs) and local management as well as theRegional National Sales teams. 


Product and Business Knowledge:

  • Working knowledge of the Firmsentire suite of products and tools

    • Ability to accurately and effectivelyposition each of the major product capabilities against suitable client needand where necessary direct Advisor inquiry to the right internal partner

    • Deeper specific knowledge ofplatforms/tools supporting the key National initiatives and the specificRegional priorities

    • Be a subject matter expert in one ormore of the designated platforms or initiatives

Key Responsibilities

  • In partnership with local management,coach Financial Advisors on the use of Morgan Stanley tools and platforms todrive adoption.  This will includeactivities such as:

    • One-on-one consultations with FAs tounderstand their practice and identify opportunities for integration of tools /platforms

    • Demonstrations of tools and platformswith internal subject matter experts; in these conversations, the Coach mustdemonstrate understanding of the tool, why it is important to the FA practiceand manage objections / reservations

    • Ongoing checkpoints with FAs toensure accountability and adherence to an adoption plan

    • Educating FAs on internal resourcesavailable to them in support of their adoption efforts

Job Requirements

  • A minimum of 4 years of experience asa Financial Advisor (with satisfactory production and compliance record) orfinancial services wholesale or equivalent coaching or management experience inthe financial service industry

  • Ability to travel  (50% out of town) both locally and nationally

  • Exemplary communication and consultingskills required

  • Strong financial advisor relationshipmanagement skills

  • Strong executive presence with skillsin presentation development and delivery.

  • Ability to have difficultconversations with management team members and Financial Advisors

  • Bachelors Degree required

Licenses andRegistrations:

  • Active Series 7, and 66 (or 63 and65) registrations

  • CFP or CPWA preferred

  • Other licenses as required for roleor by management

Reports to:

  • Modern Engagement Team Lead or forTeam Leads

  • Head of the Modern Engagement Team  

Primary Location: Americas-United States of America-Massachusetts-Boston
Work Locations:
Job: Wealth Management
Organization: Morgan Stanley
Job Posting: Jul 17, 2020