VEA - Team Manager
Core
Managing a team of 20+ Virtual Engagement Associates (VEAs) who support Financial Advisors with digital marketing and financial planning services.
Role type
Senior Team Manager (Wealth Management)
Builds
Digital marketing campaigns, client engagement strategies, and financial plans for Morgan Stanley Financial Advisors.
Domain
Wealth Management / Financial Services
Required skills
Team leadership, performance management, coaching, recruitment support, client engagement metrics, financial planning knowledge, digital marketing oversight, compliance monitoring, strategic planning, stakeholder communication
Preferred skills
Series 24 or 9/10 licensing, advanced MS Office proficiency, background in sales or business development
Technologies
MS Office, Next Best Action tool, social media platforms, business websites
Responsibilities
Supervise and develop a team of 20+ VEAs, monitor on-site performance and policy adherence, coach team members to improve metrics, create performance improvement plans, support campus recruiting, conduct team meetings, and partner with Relationship Managers on reviews.
Seniority
Senior, hands-on IC with management oversight