Concierge Regional Manager

Morgan Stanley

San Francisco, CA, United States
Base: $85,000.00 - $140,000.00; bonus/equity: not ...
Building relationships with financial advisors
Generating referrals to etrade
High touch service experience
The Regional Manager will serve as a liaison for Morgan Stanley Financial Advisors focused on providing dedicated contact for ETRADE clients

Job Summary

  • The Regional Manager will serve as a liaison for Morgan Stanley Financial Advisors focused on providing dedicated contact for ETRADE clients.
  • This role includes educating clients on ETRADE’s digital product offerings and ensuring a world-class onboarding experience.
  • Morgan Stanley offers a supportive environment with opportunities for growth and comprehensive employee benefits.

Matching Summary

The Regional Manager will serve as a liaison for Morgan Stanley Financial Advisors focused on providing dedicated contact for ETRADE clients.

Salary

Base: $85,000.00 - $140,000.00; Bonus/Equity: Not specified; Benefits: Comprehensive employee benefits

Skills & Requirements

Must-have

  • Building relationships with financial advisors
  • Generating referrals to ETRADE
  • High touch service experience

Nice-to-have

  • Excellent organizational skills
  • Experience with Client Relationship Management software
  • Independent decision-making skills

Key Requirements

  • Bachelor’s Degree in Finance or related field
  • 8 years of financial service experience
  • 5 years of sales experience
  • SIE, Series 7, Series 63 certifications

Work Rights

Not specified

Tailored Resume

Cover Letter