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Morgan Stanley · 1 day ago

Advisor Recruiting Strategy and Operations, ED

Purchase, NY

Full-time

Onsite

Senior Level

$150K/yr - $250K/yr

5+ 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. The National Advisor Recruiting Strategy and Operations role will serve as the senior strategic partner to the National Head of Advisor Recruiting, focusing on driving the recruitment of elite Financial Advisors and optimizing the advisor acquisition strategy.

Asset ManagementFinanceFinancial ServicesLending

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 skillsOrganizational skillsNegotiation skillsAttention to detailSelf-starter