Home
/
Comprehensive
/
Acquisition Financial Advisor Team Manager - AVP/VP
Acquisition Financial Advisor Team Manager - AVP/VP-March 2024
Tampa
Mar 17, 2025
ABOUT MORGAN STANLEY
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Acquisition Financial Advisor Team Manager - AVP/VP

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.

Are you a proven sales leader and have a passion for developing high-performing teams who take pride in helping clients reach their goals? Then our Acquisition Financial Advisor Team Manager opportunity could be your next career move!

Joining Morgan Stanley as anAcquisitionFinancial Advisor Team Manageryou will be responsible for leading 10-15 Financial Advisors (FA) that support clients within a call center environment. You will ensure that your team provides world class advice and guidance through active listening and monitoring of calls (inclusive of call recordings), performing FA assessments, assisting individuals and the team to meet / exceed performance goals.

Your FA team will provide financial planning and advice to a shared book of existing clients, working with their peers to ensure that clients receive a consistent, differentiated experience.

As the team manager you will work with the FAs to deepen relationships with clients through portfolio reviews, outbound campaigns, retention strategies and providing client solutions. You will also be engaged in hiring, coaching and retaining talent while managing risk and driving revenue growth. Doing these things consistently is a part of being an effective leader in this organization. The successful leader will create a climate where their team is motivated to do their best, hold themselves and their team accountable to meeting commitments and consistently achieving results, and anticipates client needs and prioritizes work accordingly to meet contact center service levels. Leaders also have the opportunity to influence and lead change within this growing organization. The Team Manager reports to the Sales Director.

This role will be located at or Tampa, FL office.

Responsibilities:

· Maintains the highest ethical standard and delivers client solutions that add value and build lasting relationships· Does not compromise on hiring high quality candidates· Develops Financial Advisors through coaching, feedback, exposure, and stretch assignments· Drive results and accountability by fostering a sense of urgency in the team for reaching goals and meeting deadlines· Can identify trends in the call center· Identifies areas of business growth and opportunity to better serve client financial planning needs· Promotes a team environment that values, encourages, and supports differences· Establishes and maintains effective Morgan Stanley Virtual Advisor partnerships· Establishes a thorough understanding of the Firm’s products to provide support and direction to their team to drive FA performance· In conjunction with the Sales Manager, works with HR and Legal to manage employee relation issues· Assists in regulatory, legal and compliance issues related to their team members which may include review of recorded calls, assigned reports· You will be expected to thoroughly understand all Morgan Stanley systems and comply with all Morgan Stanley policies and proceduresRequired Qualifications

3 years of experience managing a sales team in the financial services industriesActive Licenses and Registrations:o Active Series 7o Series 66 (or 63 and 65)o Series 9 / 10 (or 24 and agreement to get 9/10 following Morgan Stanley's licensing policy)Ability and willingness to obtain other licenses as determined by managementAny related experience in a contact or call centerMust live within a commutable distance to our Tampa, FL officeMorgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

keywords: sales, leadership, contact center, call center, financial services, Series 7, Series 9 / 10, Series 66, licensed, registered, Tampa

Job: *Wealth Management

Title: *Acquisition Financial Advisor Team Manager - AVP/VP *

Location: Florida-Tampa

Requisition ID: 3255102

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Associate Manager, Strategic Partnerships
About the Team The Strategic Partnerships Team is responsible for the strategic vision, acquisition, management and growth of DoorDash’s partnerships with the world’s largest restaurant groups. Given
Business Reporting (Associate Analyst)
Business Reporting (Associate Analyst) LOCATION COMPANY JOB FIELD JOB TYPE JOB ID LOCATION COMPANY JOB FIELD JOB TYPE JOB ID Do you want to work with passionate teams, providing excellent business an
Receiving Clerk
Position Title: Receiving Clerk (aka CRT Clerk) Department: Receiving Supervisor: Inventory Controlller FLSA: Non-exempt Position Summary: Works closely with Receiving Manager/Supervisor to ensure ef
Senior Engineer
26738BR Service Line: Facilities Office Name: Winter Park Job Description: General Responsibilities: Provide engineering and consulting services for a broad array of projects and clients. This may in
BUILDING BASED SUBS/AT ALL LEVELS
BUILDING BASED SUBS/AT ALL LEVELS Kenmore Town of Tonawanda 1500 Colvin Boulevard Buffalo , NY 14223 Certified - Area - Elementary Job Number 3300045462 Start Date Open Date 01/25/2024 Closing Date 0
Advanced Engineer Support Specialist
Job Posting Honeywell's Electronic Solutions (ES) is a worldwide leader in the development of flight controls, displays, guidance and navigation systems and inertial instruments. The Glendale, AZ ES
Housing Specialist, The Kings Inn Family Shelter
Who We Are: CAMBA is a community of staff, volunteers, clients, donors, neighbors and partners who work together to build an inclusive New York City, where all children and adults have access to the
Oracle Services - Cloud SCM Demand/Supply Chain Planning - Manager - Tech Consulting - Open Location
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you’ll have the chance to build a career as unique as you are,
Outside Sales Rep - Power & HVAC
Great company. Great people. Great opportunities. If you’d like the chance to make your mark with the world’s largest equipment rental provider, come build your future with United Rentals! As an Outs
Recruiter
Description Robert Half has partnered with a local Manufacturing company to find a temporary/contract Recruiter to assist the team in Norwalk, Iowa. The successful candidate will play a crucial role
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved