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E*Trade - Avp, Platinum Relationship Management

E*Trade - Avp, Platinum Relationship Management
Company:

Morganstanley-Sandbox


Place:

Florida


Job Function:

Finance

Details of the offer

Key ResponsibilitiesThe Platinum AVP will lead and manage their team of Relationship Managers within a collective work setting aimed to support and grow our most valuable client base. The ideal candidate will demonstrate skills in leading their teams, daily management of business operations, hiring top talent, and desire for employee development that will deliver results. The leadership and coaching you will provide to your team will be established in the exclusive service expectations that is essential with high-net-worth clients. You will show a solid expertise in identifying business risk and effectively resolving escalated client issues.The Platinum AVP will ensure proper support structures are in place for providing white glove service. You will also demonstrate an innovative mindset through identifying ways to develop processes to promote efficiency and productivity. The Platinum AVP will leverage data to establish improvement opportunities, strategies and plans designed to influence a white glove service experience for our high-net-worth clients and their service expectations.QualificationsBasicMinimum of 3 years supervisory/leadership experience Minimum of 5 years brokerage/financial service experienceSeries 7, 63 required. Series 9, 10 highly preferred but is required after 90 daysPreferredPositive attitude, enthusiasm, professionalism, and strong work ethic with a high level of integrity Excellent listening, written and verbal communication skillsBS/BA Degree preferred or equivalent combination of education, training, and experience with an emphasis on Finance, Business and/or EconomicsDemonstrated passion for coaching and developing individual contributorsFlexible to meet demands in an ever-changing work environmentConnect with others in a way that fosters trust and creates collaborative relationshipsAbility to effectively motivate Team Leads and Relationship Managers to achieve performance objectives Independently manage and drive multiple projects simultaneouslyProactively drive ideas/initiatives and gain support at the senior level of the organizationEffectively communicate at all levels of the organization up to and including senior leadershipAnticipate problems and proactively drive solutionsWork closely with senior leadership to develop, set, and manage goals for Platinum teams/Relationship ManagersMaintain a high level of attention to detail and the ability to work efficiently to meet tight deadlines Demonstrates self-confidence and the ability to maintain composure in difficult situationsExhibit initiative in expanding knowledge across our business and participates in projects as appropriateDetailed understanding of the securities industry including margin and equity/option tradingAbility to set and achieve stretch goals Adhere to the schedule demands of a dynamic business environment, often requiring schedule and overtime flexibilityProficient in MS Word, Excel, PowerPoint, and SalesforceMorgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).


Source: Eightfold_Ai

Job Function:

Requirements

E*Trade - Avp, Platinum Relationship Management
Company:

Morganstanley-Sandbox


Place:

Florida


Job Function:

Finance

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