About the position
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. The Financial Advisor Associate (FAA) Talent Management group drives the overall field strategy relative to the sourcing and professional development of new Financial Advisor Associates for Morgan Stanley Wealth Management. The FAA Training Program encompasses a variety of pathways to becoming a Financial Advisor at Morgan Stanley Wealth Management and is central to the firm's long-term sustainability and revenue growth. The Regional Training Officer (RTO) plays a critical role in developing the Financial Advisor Associates and driving their overall performance. This position partners with the FAA Development Team by overseeing all substantive aspects of the FAA training program within the Region. The RTO reports into the FAA Talent Management Lead and the Regional COO to fully execute the regional training goals. Responsibilities include attending Instructor-Led Training events for Associates, facilitating these events, delivering learning modules, and helping Associates practice critical skills. The RTO will also facilitate national training sessions, maximize pass rates for licensing exams, deliver local and national training events focused on business planning and product knowledge, and provide best practices to managers for executing training in their offices. Additionally, the RTO will oversee the final evaluation of FAA readiness before launching the associates into production, monitor and evaluate FAA pipelines, and assist in the development and execution of diversity-focused educational and professional development programs.
Responsibilities
- Oversee all substantive aspects of the FAA training program within the Region.
- Attend Instructor-Led Training events for Associates and facilitate these events.
- Deliver learning modules and help Associates practice critical skills.
- Facilitate national training sessions and maximize pass rates for licensing exams.
- Deliver local and national training events focused on business planning and product knowledge.
- Provide best practices to managers for executing training in their offices.
- Oversee final evaluation of FAA readiness before launching associates into production.
- Monitor and evaluate FAA pipelines and provide ongoing coaching.
- Assist in the development and execution of diversity-focused educational and professional development programs.
- Serve as a resource to Associate Market Managers in the region.
Requirements
- Bachelor's degree required.
- Former experience as a successful Financial Advisor is preferred.
- Demonstrated strong leadership and management skills.
- Strong interpersonal skills to foster relationships among the team, Associates, and Field Management.
- Strong presentation skills for development-related learning sessions.
- Excellent coaching skills for personal development.
- Ability to interact effectively at all levels of the organization.
- Strong project management skills to effectively plan and execute learning strategies.
- Exemplary verbal and written communication skills.
- Ability to provide value to all levels of field management.
Nice-to-haves
- Flexible on location in SE Region.
- Consideration for VP and ED level candidates.
Benefits
- Competitive salary between $150,000 and $250,000 per year.
- Commission earnings and incentive compensation.
- Discretionary bonuses and other short and long-term incentive packages.
- Morgan Stanley sponsored benefit programs.
