Job Details

The Regional Manager will serve as a liaison for Morgan Stanley Financial Advisors (FA) focused on providing a white glove, dedicated point of contact for ETRADE (ET) clients coming through Field Management. The Regional Manager will also work directly with their regional leadership team to generate a strategy for generating self-directed referrals from advisors to acquire held away, self-directed assets. The Regional Manager will personally work with clients that are referred and ensure they receive a superior, high touch service experience. Role Responsibilities: Primary focus will be to build and develop relationships with Morgan Stanley FAs and their support teams and to generate referrals to ETRADE Act as a liaison across other departments such as MS at Work, Wealth Management Operations, Tax and Retirement etc. to make sure that client issues are resolved promptly Partner with regional FA leadership to help develop a strategy to acquire clients held away, self-directed brokerage ...Regional Manager, Manager, Concierge, Financial Advisor, Trader, Brokerage, Business Services