Concierge Regional Manager

Morgan Stanley UK

San Francisco, United States
Base: $85,000.00 - $140,000.00 py; bonus/equity: c...
Build and develop relationships with fas
Generate self-directed referrals
Educate on digital product offering
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

Job 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.
  • Partner with regional FA leadership to help develop a strategy to acquire clients held away, self-directed brokerage assets to ETRADE.
  • Morgan Stanley offers attractive and comprehensive employee benefits and perks in the industry, with ample opportunity to move about the business.

Matching 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.

Salary

Base: $85,000.00 - $140,000.00 per year; Bonus/Equity: commission earnings, incentive compensation, discretionary bonuses; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Build and develop relationships with FAs
  • Generate self-directed referrals
  • Educate on digital product offering
  • World class onboarding experience
  • Create special offers for assets

Nice-to-have

  • Thorough understanding of equity markets
  • Futures experience a plus
  • Utilize independent decision-making skills

Key Requirements

  • Bachelor’s Degree in Finance or Business related discipline
  • SIE, Series 7, Series 63, Mass Registration, Trader Certification
  • 8 years financial service experience
  • 5 years sales experience
  • Ability to travel up to 20%

Work Rights

Not specified

Tailored Resume

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