The Regional Brokerage Associate will partner with their Regional Lead to help Morgan Stanley Financial Advisor's with the acquisition of their client's held away, self-directed brokerage assets. The RBA will work directly with the FA's clients and their regional leadership team to open new self-directed accounts and consolidate held away assets. The RBA will personally work with client's that are referred and ensure they receive a white glove onboarding experience, before making a warm hand off to appropriate relationship management team.RESPONSIBILITIESPrimary focus will be to help Morgan Stanley Financial Advisors win held away self-directed accounts and consolidate those assets onto the E*TRADE platform.The RBA will work with their Regional Lead to help develop an acquisition strategy for the region they cover.Ensure a world class onboarding experience for clients from account opening through funding and ongoing product education until the client is completely comfortable and confident on the E*TRADE platform.Use sound business judgement to negotiate pricing and create special offers to gain for wallet share of client's held-away, self-directed brokerage assets.Facilitate a warm hand off to the Relationship Management (RM) team at E*TRADE once the onboarding process is complete.Providing timely and relevant updates on the status of current referrals, pipeline forecasts and constructive feedback on areas of improvement.Qualifications BasicMinimum of 18 months of client facing, financial services experience.Series 7 and 63 OR 66 licenses required within 90 days of hire. PreferredThorough understanding of equity and option markets. Futures experience a plus.Experience with a CRM software is preferred.Ability to work in a fast pace, team-oriented environment.Excellent verbal and written communication skills.Bachelor's Degree (Finance, Business Management/Administration/Business related discipline strongly preferred) or an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education).Morgan 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).
