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Executive Services Management, VP

Company: Morgan Stanley
Location: Alpharetta
Posted on: January 15, 2022

Job Description:

Job Number: - -3190502Posting Date: - -Dec 22, 2021Primary Location: - -Americas-United States of America-Georgia-AlpharettaEducation Level: - -Bachelor's DegreeJob: - -Wealth ManagementEmployment Type: - -Full TimeJob Level: - -Vice President -DescriptionMorgan 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.

An experienced leader with responsibilities supporting a team of Relationship Managers within our Executive Services high net worth segment. This role requires a successful track record in recruiting talented team members, training, career development, goal setting, team morale, monitoring and coaching to KPI's, and annual evaluations. Identifies and targets areas requiring improvement and drives solutions that reduce costs while delivering world class service. Works closely with senior leadership to assist with strategic direction on executing our mission. Drive solutions/processes that improve satisfaction and increase associate productivity and efficiency. Apply In-depth knowledge of company procedures, securities regulatory requirements and other processes to effectively manage responsibilities. This role is a key liaison within the Morgan Stanley @ Work Leadership team, supporting efforts in the both the acquisition and retention of Morgan Stanley Corporate Clients.

Must be able to remain calm, professional and in control in a volatile business environment.Must be focused on bottom line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and entire customer experience.Ability to set and achieve stretch goals while working independently.Can Identify, recruit, and develop key talent.Seeks opportunities to grow business and drive sales by capitalizing on firm initiatives.Ensure retention of participants through concierge-type comprehensive support.Must be dedicated to exceeding the expectations of clients and must have outstanding oral communication, inter-personal and written communication skills; this will be necessary to provide a superior level of service, satisfaction, and to successfully close sales.Utilize independent decision-making skills to handle and resolve issues.Ability to work independently.Computer literacy including familiarity with online services, PC skills, and technical resolution. Ability to troubleshoot basic to advanced technical problems.Excellent organizational skills, with the ability to handle multiple tasks.Ability to work flexible shift assignment.


8+ years management within Brokerage/Investment Banking IndustryDemonstrated success managing a team focused on retention and reinvestment of stock plan participants consisting of high value clients consisting of c-suite executives, board members, etc.Series 7,66,9/10 Required.


Proven mentor and commitment to goals-based planning and adviceProven ability to develop and execute a comprehensive business plan focused on growth, retention, and driving revenue.Detailed understanding of the securities industry including equity compensation, trading (equity/derivatives),Mutual Funds/ETF's, Bonds, wrap products, lending.

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

Keywords: Morgan Stanley, Alpharetta , Executive Services Management, VP, Executive , Alpharetta, Georgia

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