Planning VEA Associate Desk Manager
| Company | Morgan Stanley |
|---|---|
| Location | Alpharetta, GA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Bachelor’s degree with a minimum 3-5 years of experience in finance, business development, management, sales, legal, accounting, education, military, or other business-related field
- Securities Industry Essentials (SIE) exam required, Series 7 and 63 required within 120 days of hire
- Advanced knowledge of the Microsoft Office Suite with an emphasis on Excel and PowerPoint
- Excellent written, verbal and presentation communication skills
- Exemplary organization and time-management skills
- Self-starter, able to work independently, flexible and detail-oriented
- Authorization to work in the US without durational restrictions
- Successful completion of background check and pre-employment assessment
Responsibilities
- VEA Associate Desk Managers may have a small number of Financial Advisor assignments. Proactively analyze client relationships and make recommendations to Financial Advisors on how to supplement the client experience
- Assist VEA management with coaching, development and training of new VEAs including assisting with training, reinforcement of policies and procedures
- Facilitate calls with Markets/Regions as it relates to marketing VEA services
- Effectively convey the VEA value proposition to Field leadership and Financial Advisors
- Support the Campus Recruiting process by attending and presenting the VEA role at career fairs, conducting candidate interviews and assisting with various recruiting efforts
- Assist with VEA projects across a variety of disciplines as needed
- Understanding and knowledge across all VEA services and offerings
- Assist Relationship Managers in putting together monthly reporting packet and documentation as needed
- Provide insight and feedback to Relationship Managers to enhance reports over time
- Assist with VEA training program as needed
- Assist with developing and maintaining training materials
Preferred Qualifications
-
No preferred qualifications provided.