Apply on Employer Site

E*TRADE from Morgan Stanley · 3 months ago

VEA - Team Manager

Purchase, New York, United States of America

Full-time

Onsite

Senior Level, Lead/Staff

$110K/yr - $180K/yr

10+ years exp

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. They are seeking a VEA Team Manager who will be responsible for managing a team of 20+ Virtual Engagement Associates, ensuring high performance and adherence to the firm's standards while supporting Financial Advisors in their business development strategies.

BankingFinanceFinancial Services

No H1B

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

Qualification

Management experienceFinancial services knowledgeLicensing SIELicensing Series 7Licensing 66PCMS Office expertiseCommunication skillsOrganizational skillsTeam leadershipTime-management skillsDetail-orientedSelf-starter

Required

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