National Advisor Recruiting Manager, VP
About this role
The National Recruiting Manager role is a unique opportunity to gain deep exposure to the Wealth Management field organization while supporting the National Recruiting team in its efforts to attract and hire Financial Advisors.
This individual will partner closely with Field leadership, Field Management Administration, and various Home Office teams to support Financial Advisor recruiting activity across the organization. The role requires strong business judgment, attention to detail, analytical skills, and the ability to evaluate recruit profiles, transition risks, and deal economics.
The National Recruiting Manager will play an important role in helping the team drive greater scale, consistency, and success in Financial Advisor recruiting.
Key responsibilities:
- Partner with Field leadership to review Financial Advisor recruit opportunities sourced by the manager and develop an in-depth understanding of each candidate’s book of business, including production, assets, employment history, business mix, and other relevant profile details.
- Review and assess supporting documentation, including CRD records, DDPs, and other due diligence materials.
- Evaluate recruit profiles to determine appropriate transition deal size and structure based on business opportunity, risk factors, transition complexity, and overall strategic fit.
- Negotiate deal terms and structures for prospective Financial Advisor recruits, in partnership with Field leadership and relevant internal stakeholders.
- Identify and assess known risks related to a recruit’s transition, including business, compliance, operational, and documentation considerations, and price transition deals accordingly.
- Prepare contracts and other employment-related agreements and be able to provide clear and detailed explanations to relevant stakeholders.
- Support cross-functional coordination between the National Recruiting team, Field Management, Legal, Compliance, Finance, and other Home Office partners as needed.
- Help improve recruiting processes, documentation standards, and operating efficiency across the National Recruiting function.
Job Requirements:
- Exemplary verbal and written communication skills, with the ability to deliver clear, persuasive presentations to senior leaders, field management, and internal partners.
- Highly organized, focused, and disciplined, with strong time-management skills and the ability to manage multiple priorities, opportunities, and stakeholders simultaneously.
- Strong analytical and critical-thinking skills, including the ability to assess recruiting opportunities, evaluate business impact, interpret data, and support informed decision-making.
- Demonstrated ability to build trusted relationships and partner effectively across functions, including Field Leadership, Legal, Compliance, Finance, Human Resources, Transition, and Business Management.
- Proven ability to influence and gain alignment across diverse stakeholders while advancing strategic recruiting priorities.
- Strong negotiation skills, with demonstrated experience structuring, positioning, and advancing complex recruiting opportunities.
- Sound business judgment and risk awareness, including the ability to identify key deal considerations, evaluate potential risks, and understand their impact on economics, pricing, approvals, and execution.
- Professional presence, discretion, and sound judgment when handling confidential candidate, advisor, and business information.
- Results-oriented mindset with a track record of driving high-quality execution in a fast-paced, competitive environment.
- Strong attention to detail and commitment to process discipline, ensuring recruiting activity is managed consistently, accurately, and in accordance with firm standards.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $115,000 and $190,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Company at a glance
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals.
Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success.
As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally.
These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders.
Social Media Disclosures: mgstn.ly/SocialDisclosure
Top Benefits
- Comprehensive employee benefits
- Incentive compensation
- Discretionary bonuses
- Short and long-term incentive packages
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