Morgan Stanley - Sandy, UT
posted 3 months ago
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. As an Acquisition Financial Advisor Team Manager, you will be responsible for leading a team of 10-15 Financial Advisors (FA) who support clients within a call center environment. Your primary goal will be to ensure that your team provides world-class advice and guidance through active listening and monitoring of calls, performing FA assessments, and assisting individuals and the team to meet or exceed performance goals. Your FA team will provide financial planning and advice to a shared book of existing clients, working collaboratively to ensure that clients receive a consistent and differentiated experience. In this role, you will work closely with the FAs to deepen relationships with clients through portfolio reviews, outbound campaigns, retention strategies, and providing tailored client solutions. You will also be engaged in hiring, coaching, and retaining talent while managing risk and driving revenue growth. Consistently performing these tasks is essential to being an effective leader in this organization. The successful leader will create a motivating climate for their team, hold themselves and their team accountable to meeting commitments, and consistently achieve results while anticipating client needs and prioritizing work accordingly to meet contact center service levels. Additionally, leaders have the opportunity to influence and lead change within this growing organization. This position reports to the Sales Director and is located in Sandy, UT.