Concierge Regional Manager

Position Summary

The Regional Manager will serve as a liaison for Morgan Stanley Financial Advisors (FA) focused on providing a white glove, dedicated point of contact for ETRADE (ET) clients coming through Field Management. The Regional Manager will also work directly with their regional leadership team to generate a strategy for generating self-directed referrals from advisors to acquire held away, self-directed assets. The Regional Manager will personally work with clients that are referred and ensure they receive a superior, high touch service experience.

• Primary focus will be to build and develop relationships with Morgan Stanley FAs and their support teams and to generate referrals to ETRADE
• Act as a liaison across other departments such as MS at Work, Wealth Management Operations, Tax and Retirement etc. to make sure that client issues are resolved promptly
• Partner with regional FA leadership to help develop a strategy to acquire clients held away, self-directed brokerage assets to ETRADE
• Educate the Field Management, Advisors and clients on ETRADE’s digital product offering for self-directed traders. This will include group presentations in branch and via online platforms as well as 1:1 personalized demonstration
• Ensure a world class onboarding experience for clients, from account opening through funding and ongoing product education until the client is completely comfortable and confident on the ETRADE platform
• Create special offers to gain wallet share of clients held-away, self-directed brokerage assets
• Provide timely and relevant updates on the status of current referrals, pipeline forecasts and constructive feedback on areas of improvement

• Required
  
  Education:
  
  Bachelor’s Degree (Finance, Business Management / Administration / Business related discipline) preferred
• Registrations: SIE, Series 7, Series 63, Mass Registration, Trader Certification
• Minimum Years of
  
  Experience:
  
  8 years of financial service and 5 years of sales experience
• Ability to travel (up to 20% of time)

• Support Morgan Stanley (MS) Field Financial Advisors (FAs), Regional Field Management and Morgan Stanley clients
• Regionalized coverage
• Supports MS clients/ prospects through onboarding, account opening and funding

• Thorough understanding of equity and option markets; futures experience a plus
• Experience with a Client Relationship Management software is preferred
• Excellent organizational skills, with the ability to manage multiple tasks
• Utilize independent decision-making skills to manage and resolve issues

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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 creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between $85,000.00 and $ per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other…