Advisor Strategy and Operations, ED

Advisor Recruiting Strategy and Operations, ED

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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic.

Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Morgan Stanley’s National Recruiting Team is an integral part of the Wealth Management division, dedicated to attracting top‑tier financial advisors to the firm.

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. This role will act as a liaison between executive leadership, regional management and key functional partners to optimize the advisor acquisition strategy, operational execution and competitive positioning nationally.

The ideal candidate will bring a blend of strategic vision, operational rigor, confident decision making and the executive presence to influence across various levels of the firm.

• 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.

• 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.
• Understanding of advisor economics, recruiting trends, and/or competitive dynamics in the industry a plus.
• MBA or related advanced degree preferred.
• Excellent organizational and analytical skills.
• Self‑starter with the ability to prioritize multiple projects and deliver with exceptional attention to detail.

We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and…