About the role

  • VEA Team Manager managing team performance and development of 20+ VEAs. Supporting growth of Financial Advisors through digital marketing and financial planning services at Morgan Stanley.

Responsibilities

  • Responsible for supervision of VEAs including managing their training and development
  • Monitor on-site performance, behavior and general policy adherence
  • Develop effective teams, providing consistent leadership and assuming accountability for results
  • Ensure the team is meeting all minimum requirements defined by the VEA standards of excellence; these include, but are not limited to, client engagement metrics and logging activity
  • Coach and develop team members to improve their performance across all metrics
  • As needed, create performance improvement plans for underperforming VEAs
  • Support the VEA Recruiter in the Campus Recruiting process by conducting candidate interviews or assist with various recruiting efforts as necessary
  • Conduct regular team meetings to pass along best practices and share ideas
  • Understanding and knowledge across all VEA services and offerings
  • In partnership with the VEA Relationship Manager, conduct performance reviews
  • Stay organized, focused, and highly disciplined
  • Demonstrate accountability and a strong work ethic to promote confidence and trust in their work

Requirements

  • Bachelor’s degree or equivalent experience
  • Minimum 10 years of experience in finance, business development, management, sales, legal, accounting, education, military, or another business-related field
  • Licensing requirements: SIE required before start date; Series 7 and Series 66 required to be completed within 90 days from hire date / transfer in date. Series 24 or 9/10 is encouraged.
  • Previous management experience required
  • Excellent written, verbal and presentation communication skills
  • Possess exemplary organization and time-management skills
  • Expert knowledge of PC, MS Office and internet applications
  • Self-starter, must be able to work independently, be flexible and detail-oriented
  • Be authorized to work in the US without durational restrictions
  • Successfully complete background check and pre-employment assessments.

Benefits

  • Competitive salary
  • Opportunity to work alongside the best and the brightest
  • Support for employees and their families at every point along their work-life journey
  • Comprehensive employee benefits and perks

Job title

Team Manager

Job type

Experience level

SeniorLead

Salary

$110,000 - $180,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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