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they support throughout the territories assigned to them. They are responsible for providing ongoing platform support to Financial Advisors and Service Professionals, focusing on key platform enhancements and rollouts as well as developing strategies to encourage continuous engagement and adoption on existing platforms.
Key Responsibilities:
Partner with Home Office, Regional and Market leadership teams to develop a platform engagement strategy and execution plan for territories assigned
Lead virtual and/or in-person group sessions, workshop and/or one-on-one trainings on how to use new and existing platforms and reinforce messaging around why these platforms are important to practices and clients
Offer continuous support, refresher sessions and regular communications to ensure teams remain proficient with platforms and focused on engagement and adoption
Incorporate strategic priorities and messaging into all platform engagement responsibilities, such as driving efficiencies and enhancing the Morgan Stanley client experience
Service as a subject matter expert for a set of defined key platforms, while also providing general support for all other platforms
Assist with new hire onboarding, ensuring seamless transitions into the firm
Collaborate with key business partners across the firm to assist markets with additional platform support needs
Regularly track key metrics and key performance indicators to remain focused on delivering results
Share success stories with peers to drive a culture of collaboration and maximize impact
Education and/or Experience:
Minimum of 3 years of work experience in a field relevant to the position
Active SIE, Series 7 (GS) and Series 66 (AG/RA) or willingness to work towards licensing
College degree preferred
Knowledge and Skills Required:
Proven leadership and coaching abilities
Technically proficient and quick learner of new platforms and changes
Expert knowledge of basic personal computer, MS Office and internet applications
Advanced knowledge of Wealth Management industry
Excellent written and verbal communication skills to convey complex information effectively
Ability to adapt communication style to suit different audiences and learning styles
Exceptional organizational and time management skills to effectively manage schedules
Ability to analyze data to identify opportunities and drive results
Open to feedback and flexible to adjust approach based on feedback and evolving needs
Ability to manage relationships, motivate and lead groups of people at various levels
Team player, with the ability to also work independently
Knowledge of adult learning principles a plus
Salary range for the position: $85,000 - $135,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
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).