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Morgan Stanley National Advisor Recruiting Specialist in Purchase, New York

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 position affords the opportunity to gain a broad perspective on how talent is attracted to wealth management with a focus on hiring FAs that have the highest probability of transitioning their existing business. Financial Advisor recruiting requires analytical skills throughout the due diligence process to determine the right transition package. Sales skills and professionalism will be critical while working cross functionally with other business teams to reach goals and be impactful to the wealth management’s talent goals.

  • Own and manage relationships with 50 External Recruiters and effectively manage their recruiting process.
  • Assist field leadership with developing and managing a pipeline of future recruits utilizing external vendors and internal CRM applications.
  • Play an integral role in developing and implementing recruiting best practice strategies for training the field.
  • Thoughtful interaction, and delivery of content, with cross functional business partners, field management and recruited FAs.
  • Process all compensation awards associated with recruit transition deals.
  • Support Field Management with the design and implementation of strategic initiatives focusing on the firmwide goal of National Recruiting
  • Assist in implementing strategic and tactical solutions that achieve desired growth objectives through independent efforts.
  • Prepare and synthesize data/reporting to senior leadership to drive transparency through success metrics.
  • Create and maintain content and documentation; written, visual and PowerPoint presentations.

  • Must hold a bachelor’s degree with at least three years professional experience in finance, business development, management, sales, legal, accounting, education, military, or other business-related field.

  • Possess exemplary communication, presentation, and time-management skills.
  • Stay organized, focused, and highly disciplined. Be able to keep track of simultaneous competing needs within their territory and execute on all necessary actions in a timely manner.
  • Proactively manage all pipelines and make recommendations to Field Leadership on how to convert the pipeline into hires.
  • Establish, maintain, and support strong working relationships with their Field Leadership.
  • Demonstrate accountability and a strong work ethic to promote confidence and trust in their work.
  • Seek constructive feedback and coaching from management team, actively using it to improve how they approach future tasks.
  • Be authorized to work in the U.S. without durational restrictions.
  • Successfully complete background check and pre-employment assessments
  • AVP / VP eligible

Hiring Process

Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect to complete online assessments, two or three rounds of interviews, and business planning exercises. All offers of employment are contingent on a background check.

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). Expected base pay rates for the role will be between $85000 and 135000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Job: *Wealth Management

Title: National Advisor Recruiting Specialist

Location: New York-Purchase

Requisition ID: 3254654

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