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
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