Advisor Recruiting Strategy and Operations, ED jobs in United States
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E*TRADE from Morgan Stanley ยท 3 weeks ago

Advisor Recruiting Strategy and Operations, ED

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The National Advisor Recruiting Strategy and Operations role will serve as the senior strategic partner to the National Head of Advisor Recruiting, helping lead a business responsible for driving the recruitment of elite Financial Advisors and teams.

BankingFinanceFinancial Services

Responsibilities

Collaborate with the Head of National Recruiting to develop and implement a multi-year recruiting strategy across the Financial Advisor landscape
Manage cross-functional initiatives involving HR, Legal, Marketing, and Field Leadership
Drive disciplined execution of reporting and analytics initiatives
Advise on complex deal negotiations, ensuring financial discipline and competitive positioning
Support field communications by sharing best practices, competitive insights, and key business trends
Partner with Finance on P&L oversight, compensation frameworks, and profitability analysis
Engage in deal modeling and negotiations
Coordinate with Legal and Compliance to ensure alignment on contractual terms and recruiting guidelines
Cultivate strong relationships with regional management, field leadership and external recruiting partners to ensure alignment on strategy, reduce friction in the recruiting process and create a unified enterprise level approach to advisor acquisition

Qualification

Wealth management experienceP&L managementStrategic business leadershipAnalytical skillsExecutive presentation skillsCommunication skillsNegotiation skillsOrganizational skillsSelf-starterAttention to detail

Required

5-7 years of experience in wealth management, advisor recruiting, field management or strategic business leadership
Proven ability to lead complex, firmwide initiatives
Experience with P&L management and/or compensation architecture
Strong analytical, communication, and executive presentation skills
Excellent organizational and analytical skills
Self-starter with the ability to prioritize multiple projects and deliver with exceptional attention to detail

Preferred

MBA or related advanced degree preferred
Understanding of advisor economics, recruiting trends, and/or competitive dynamics in the industry a plus

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.

Funding

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

Leadership Team

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Julia Miller
Director and Customer Marketing
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Company data provided by crunchbase