Talent.com
Market Executive
Market ExecutiveMorgan Stanley • San Antonio, TX, US
Market Executive

Market Executive

Morgan Stanley • San Antonio, TX, US
30+ days ago
Job type
  • Full-time
Job description

Market Executive

A Market Executive directly manages a market-level branch and additional branches within the Market. The Market Executive's primary focus is to drive revenue, increase profitability, and manage risk within their branch and assigned offices within the market. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for the results of the entire market. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Market Executives must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. This is a non-producing role.

Duties and Responsibilities

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 in order to help drive sales.
  • Possesses a strong 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.
  • Effectively applies product / business knowledge to recruiting efforts; able to "translate" competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients' needs.

Sales / Marketing :

  • Seeks opportunities to grow business and drive sales by capitalizing on firm initiatives; focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch.
  • Drives corporate marketing initiatives to help increase market share in High Net Worth households.
  • Team Building :

  • Builds an effective team across the market by constantly communicating relevant information on a timely basis and conducting regular meetings.
  • Leads and participates in Market and Region initiatives, including sales, hiring, recruitment, diversity, and community outreach.
  • Responsible for growing their market through hiring, lateral recruiting and training.
  • 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 Region within the geographic market.
  • Leads Market's efforts of Sales and results.
  • Identifies key talent in the market, positions and develops that talent, and encourages those individuals to participate in the leadership of the Market and Region.
  • Leverages the resources of the Firm to achieve the highest level of success.
  • Acts as a coach and mentor for Financial Advisors in order to help drive results.
  • Accountability :

  • Responsible for the market's sales performance and financial performance.
  • Responsible for regulatory, legal and compliance issues including : Risk management for their Branch and market in regards to monitoring sales, human resources, and legal and regulatory practices.
  • Responsible for establishing a core compliance model in offices under supervision.
  • Responsible for following supervisory procedures as outlined in the Branch Manager's Supervisory Manual.
  • Responsible for delegating supervisory review / duties to the Risk Officer.
  • Responsible for the creation of an Annual Supervisory Plan.
  • Responsible for effectively communicating the status of performance and issues to the Regional Director.
  • Education and / or Experience :

  • 5 or more years of related experience and / or training including demonstrated success managing a market or a large branch office, or equivalent.
  • 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
  • Direct Reports :

  • Market Managers, Branch Managers, Producing Branch Managers, Resident Managers, Market Business Development Officer, Financial Advisors and Branch Support Staff
  • This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis
  • All candidates should verify that they meet the minimum eligibility requirements prior to applying.

    We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

    Expected base pay rates for the role will be between $390,000 to $400,000 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.

    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).

    Create a job alert for this search

    Market Executive • San Antonio, TX, US

    Related jobs
    Regional Sales Executive

    Regional Sales Executive

    Valet Living • San Antonio, TX, United States
    Full-time
    Are you a relentless prospector who thrives on the thrill of the chase? Do you wake up hungry to win new business, crush quotas, and make your mark? If so, Valet Living wants you on our high-perfor...Show more
    Last updated: 30+ days ago • Promoted
    Marketing, Sales, and Business Development Executive

    Marketing, Sales, and Business Development Executive

    Effizient Immigration • San Antonio, TX, US
    Full-time
    Business Development Executive.Immigration Consulting firm based in Kitchener, Canada.We are authorized by the Government of Canada and The College of Citizenship and Immigration Consultants to pra...Show more
    Last updated: 22 days ago • Promoted
    Account Executive, Mid-Market (USA - East Coast Remote)

    Account Executive, Mid-Market (USA - East Coast Remote)

    Gurobi Optimization • San Antonio, TX, US
    Remote
    Full-time
    Account Executive, Mid-Market (USA - East Coast Remote).At Gurobi Optimization, we're on a mission! A mission that focuses on mathematical optimization. We empower our customers to expand their use ...Show more
    Last updated: 6 days ago • Promoted
    Sales Development Executive

    Sales Development Executive

    RR Donnelley • San Antonio, TX, US
    Full-time
    RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry's most trust...Show more
    Last updated: 30+ days ago • Promoted
    Account Executive - Mid-Market

    Account Executive - Mid-Market

    San Antonio Staffing • San Antonio, TX, US
    Full-time
    Imagine your future with us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to...Show more
    Last updated: 19 days ago • Promoted
    Regional Sales Executive

    Regional Sales Executive

    San Antonio Staffing • San Antonio, TX, US
    Full-time
    Are you a relentless prospector who thrives on the thrill of the chase? Do you wake up hungry to win new business, crush quotas, and make your mark? If so, Valet Living wants you on our high-perfor...Show more
    Last updated: 22 days ago • Promoted
    Senior Account Executive - Market Access Marketing

    Senior Account Executive - Market Access Marketing

    Precision Medicine • San Antonio, TX, US
    Full-time
    Senior Account Executive - Market Access Marketing.Precision AQ (formally PRECISIONvalue), the leading payer marketing agency, supports global pharmaceutical and life sciences clients in the achiev...Show more
    Last updated: 6 days ago • Promoted
    Sales Executive (Texas-based)

    Sales Executive (Texas-based)

    CrewBloom • San Antonio, TX, US
    Full-time
    Quick Apply
    As a Sales Executive, you will play a crucial role in driving revenue growth by cultivating and expanding relationships with clients. As a key member of the sales team, you will leverage your except...Show more
    Last updated: 30+ days ago
    Account Executive, Mid-Market | DACH

    Account Executive, Mid-Market | DACH

    Deel • San Antonio, TX, US
    Full-time
    Deel is the all-in-one payroll and HR platform for global teams.Our vision is to unlock global opportunity for every person, team, and business. Built for the way the world works today, Deel combine...Show more
    Last updated: 22 days ago • Promoted
    Medical Sales Account Executive

    Medical Sales Account Executive

    Rotech Healthcare Inc. • San Antonio, TX, United States
    Full-time
    Join a Leader in Home Healthcare.As a national leader in ventilators, oxygen therapy, sleep apnea treatment, wound care, diabetic solutions, and other home medical equipment, we empower patients to...Show more
    Last updated: 13 days ago • Promoted
    Account Executive

    Account Executive

    Connoisseur Media • San Antonio, Texas, USA
    Full-time
    Discover Your Talent at Connoisseur Media in San Antonio Texas!.Come work with us! We have an immediate opening for an.The ideal candidate has strong communication presentation and time-management ...Show more
    Last updated: 18 days ago • Promoted
    B2B Business Developer / Sales Executive AEC - Partnership opportunity

    B2B Business Developer / Sales Executive AEC - Partnership opportunity

    Uptalent.io • San Antonio, TX, US
    Permanent
    B2B Business Development Or Sales Executive.Latin America with US companies in engineering, architecture, and construction (AEC) sectors. We focus on finding the right professionals for our clients,...Show more
    Last updated: 20 days ago • Promoted
    Wound Care Sales Account Executive

    Wound Care Sales Account Executive

    Rotech Healthcare Inc. • San Antonio, TX, United States
    Full-time
    Join a Leader in Home Healthcare.As a national leader in ventilators, oxygen therapy, sleep apnea treatment, wound care, diabetic solutions, and other home medical equipment, we empower patients to...Show more
    Last updated: 30+ days ago • Promoted
    Market Development Manager

    Market Development Manager

    BBSI • San Antonio, TX, United States
    Full-time
    Barrett Business Services, Inc.BBSI) helps business owners focus on their business.We offer outsourced HR, risk consultation, payroll administration, insurance, and recruiting to small-and medium-s...Show more
    Last updated: 14 days ago • Promoted
    Senior Brand Executive

    Senior Brand Executive

    Confidential • San Antonio, TX, United States
    Full-time
    A reputable political party committed to advocating for social and economic justice issues.We are on the lookout for a dynamic and innovative Senior Brand Executive to join our leadership team.In t...Show more
    Last updated: 9 days ago • Promoted
    Sales Executive Personal Lines High Net Worth

    Sales Executive Personal Lines High Net Worth

    World Insurance Associates. • San Antonio, Texas, USA
    Full-time
    World Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk m...Show more
    Last updated: 23 days ago • Promoted
    Senior Sales Executive

    Senior Sales Executive

    TradeJobsWorkForce • 78220 San Antonio, TX, US
    Full-time
    Senior Sales Executive Job Duties : Enhances staff accomplishments and competence by planning delivery of s...Show more
    Last updated: 30+ days ago • Promoted
    Mid Market Account Executive - Contact Center

    Mid Market Account Executive - Contact Center

    Zoom Video Communications • San Antonio, TX, US
    Full-time
    Zoom is looking for Account Executives with specialized experience in Contact Center sales, to partner with direct sales Account Executives to prospect new opportunities and increase sales funnel.T...Show more
    Last updated: 21 days ago • Promoted