Concierge Regional Manager

Morgan Stanley • San Francisco, CA

8d • $85,000 - $140,000

About The Position

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.

Requirements

• 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

Nice To Haves

• 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

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level