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|Job Category :
||VEA Program Class Director
||New York, NY
|Job Description :
||VEA Program Class Director
Job Number: 3204344
POSTING DATE: Mar 2, 2022
PRIMARY LOCATION: Americas-United States of America-New York-New York
EDUCATION LEVEL: Bachelor’s Degree
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Vice President
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 Wealth Management Business Development & Field Training organization supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network.
The VEA Program is hiring a Class Director to oversee the incoming associates and guide them through their training period and into “production”. The VEA Program Class Director will work closely with the Training Team, VEA Managers and Program Leadership to ensure VEAs are onboarded, trained and ready to start working with their Financial Advisor clients.
Responsible for interviewing VEA applicants and refining interview process and selection criteria
Assist in the candidate selection process and liaise with Recruiting on offers
Communicate with incoming VEAs to ensure they are ready for their first day of work and all pre-start requirements have been met
Once VEAs are on board, work closely with the Training team to facilitate portions of training, ensure VEAs are actively participating in training, retaining information and are ready to pass their assessments
Partner with Training team to feedback loop successes and areas that need focus in the training program to ensure VEAs are ready for production
Prepare VEAs for assessment and participate in assessment evaluation with the VEA Managers
Work closely with VEAs who are studying for their S7/S63 to ensure they are scheduling their exams in a timely manner, completing training courses and studying for their exams
Track and monitor exam dates and completion with Licensing team
Partner with VEA Management to plan for VEA graduation and next steps post-program
This role will partner with multiple classes simultaneously in different stages of the program lifecycle
Knowledge and Skills Required:
Bachelor’s degree with 7-10 years of experience in business administration
Series 7 preferred
Advanced knowledge of the Microsoft Office Suite with an emphasis on Excel and PowerPoint
Understanding of the Wealth Management business and products
Prior people management experience required
Strong working knowledge of Salesforce CRM preferred
Excellent communication skills with the ability to foster strong relationships at all levels
Excellent organizational skills and ability to function in a high-volume, fast-paced environment
Focused and highly disciplined to ensure handling multiple tasks efficiently
Be authorized to work in the US without durational restrictions
Successfully complete background checks and pre-employment assessments
This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment.
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