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    Associate Market Manager - Portland, United States - Morgan Stanley

    Morgan Stanley
    Morgan Stanley Portland, United States

    1 month ago

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    Description
    Job Description - Associate Market Manager
    Job Description
    Associate Market Manager

    Job Number:

    Job Number
    :

    3248266
    Posting Date

    Posting Date

    :

    Mar 26, 2024
    Primary Location

    Primary Location

    :

    Americas-United States of America-Oregon-Portland
    Education Level

    :

    Refer to Position Description
    Job

    Job

    :

    Wealth Management
    Employment Type

    :

    Full Time
    Job Level

    :

    Vice President
    Description

    POSITION SUMMARY:
    The Associate Market Manager plays a key role in the overall management of all aspects of the Market.

    Job functions include retaining employees, managing risk, driving revenue growth, increasing profitability, maintaining a superior and consistent level of client service, developing cohesive teams, and providing consistent leadership.

    The Associate Market Manager helps in ensuring proper fiscal management, personnel management and morale, and business ethics and practices, as well as compliance with all Federal, State, and Local laws and regulations.

    In addition, it is expected that individuals successful in this role will be goal-oriented and interested in pursuing future Branch or other management positions.

    The Associate Market Manager reports directly to the Market Executive.

    DUTIES and RESPONSIBILITIES:

    Leadership:

    Leads by example by maintaining a positive morale, a track record of personal growth or reputation for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others


    Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Market within the geographic area


    Leverages the resources of the Firm to achieve the highest level of success


    Plays a key role in leading Market's efforts of sales and growth

    Team Building:

    Plays a role in building an effective team across the Market by communicating relevant information on a timely basis and conducting meetings on behalf of the Market Executive


    Participates in Market and Region initiatives, including sales, hiring, recruitment, diversity, and community outreach


    Plays a key role in growing the Market through hiring, lateral recruiting and training

    Product/Business Knowledge:

    Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction to drive sales


    Possesses a good understanding of the Firm's resources; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient


    Has the ability to effectively apply product/business knowledge to recruiting efforts

    Accountability:

    Plays a leading role in the Market's financial and sales performance, including expense management


    Assists in regulatory, legal and compliance issues including:

    Risk management for the Market in regards to monitoring sales, human resources, and legal and regulatory practices


    Assists in the creation and administration of an Annual Supervisory Plan for the Market


    Contributes to establishing a core compliance model in offices under supervision
    Qualifications

    EDUCATION, EXPERIENCE, KNOWLEDGE AND SKILLS:

    Education and/or Experience:

    At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience

    Licenses and Registrations:

    Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if Branch conducts managed futures business only)


    Other licenses as required for role or by management

    Skills:

    Effective written and verbal communication skills


    Ability to think critically


    Ability to manage a team


    Strong attention to detail


    Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed


    Ability to own projects at a Market level


    Ability to organize and prioritize work, meet deadlines, and complete projects

    Reports to:

    Dual reporting into the Market Executive and the Regional Chief Operating Officer
    *All candidates should verify that they meet the minimum eligibility requirements prior to applying.
    Salary range for the position:

    $150,000-$160,000 per year. 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 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).

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