Family Office Resources Field Education, AVP jobs in United States
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E*TRADE from Morgan Stanley ยท 4 months ago

Family Office Resources Field Education, AVP

positionNew York, New York, United States of America
timeFull-time
remoteOnsite
seniorityMid Level
money$85K/yr - $140K/yr
date2+ years exp

E*TRADE from Morgan Stanley is seeking a Family Office Resources Field Education Associate to support the development of field education initiatives for the ultra-high net worth segment. The role involves managing education programs, creating curriculum, and collaborating with Financial Advisors and field leadership to drive business development objectives.

BankingFinanceFinancial Services

Responsibilities

Support project management activities for internal and external field education programs created by or sponsored by Morgan Stanley through active engagement with field leadership, Financial Advisors and support staff
Determine gaps and create actionable curriculum and content to address those gaps
Be accountable for measurable business expansion within FOR Field Education
Provide a quantifiable demonstration of business impact from a revenue, asset flow and engagement perspective
Advise on the ultra-high net worth resources of the firm and the strategies, tools and products traditionally employed to address client concerns from an advanced planning perspective
Work in partnership with internal and external senior business leaders to design and implement effective education strategies across a wide range of investment and non-investment subject matter
Have an ability to independently analyze trends and gaps that are relevant for the UHNW business
Independently create, update and manage outside consulting relationships to ensure that the curriculum design is applicable to Financial Advisors and external clients and reflects the overall training objectives and business goals of Morgan Stanley
Manage sourcing/onboarding process for external content and vendor relationships

Qualification

Education designWealth managementInvestment backgroundAnalytical skillsProject managementCoaching skillsVendor managementSoftware proficiencyPersuasive skillsOrganizational skillsTeamworkInitiativeCommunication skills

Required

B.A. required with 2-5 years of professional work experience
Strong coaching and persuasive skills
Competence with basic investment firm utilized software programs (e.g., PowerPoint, Excel, Word)
A demonstrated commitment to both partnerships and teamwork, and initiative to proactively address Financial Advisor (FA) and management inquiries
Strong analytical skills required
Some domestic travel required
Strong organizational skills and ability to work on multiple projects as need arises

Preferred

Education design and/or wealth management and investment background preferred

Benefits

Some of the most attractive and comprehensive employee benefits and perks in the industry

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
dateFounded in 1982
location
Arlington, Virginia, USA
people-size1001-5000 employees
web-link
https://us.etrade.com/home

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Executive Director, Creative Services
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