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E*TRADE - AVP, Private Client (Multi Locs: NYC, NY; Jersey City, NJ, Alpharetta, GA & Sandy, UT.)

Company: Morgan Stanley
Location: Sandy
Posted on: May 11, 2022

Job Description:

E*TRADE - AVP, Private Client (Multi Locs: NYC, NY; Jersey City, NJ, Alpharetta, GA & Sandy, UT.)Job Number: 3206479POSTING DATE: Mar 17, 2022PRIMARY LOCATION: Americas-United States of America-Utah-SandyEDUCATION LEVEL: Bachelor's DegreeJOB: Wealth ManagementEMPLOYMENT TYPE: Full TimeJOB LEVEL: Assistant Vice PresidentDESCRIPTION
The Private Client Relationship Manager will be responsible for the retention and growth of E*TRADEs most valuable and complex clients. Through frequent and proactive client contacts, the RM will cultivate a personal relationship, gain an understanding of the clients investment needs, goals, objectives, and become a trusted resource. The RM is responsible for strategic practice management, which includes daily servicing/trading inquiries and enhancing the overall client experience with E*TRADE. This includes providing proactive consultations to engage clients and uncover opportunities to gather additional assets. After becoming a trusted resource, the RM is responsible to build/initiate strategic business discussions with the client to leverage the relationship for client referrals and for developing referral programs with other lines of business at E*TRADERESPONSIBILITIES

Outstanding presentation/communication skills through various channels, including in-person, phone and email Ability to successfully build, manage and retain relationships with the firms most valuable clients while remaining highly-focused on risk management Ability to effectively support a team environment while excelling as an individual contributor Ability to effectively plan, organize and execute multiple in-person client meetings while working within a stated budget (30% travel) Ability to effectively plan, contribute and support client appreciation events and educational seminars (10% travel) Ability to work and travel on nights/weekends Requires strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation.Utilize strong leadership and negotiating skills to leverage resources across E*TRADE to improve interdepartmental processes and relationships.Ability to effectively negotiate with and retain clients in a highly competitive industry while remaining highly focused on profitability Ability to understand and cross-sell full array of ET products and servicesAbility to acquire new clients through referrals from existing client baseMust fully understand total customer offering at E*TRADE and stay apprised of all events and happenings in the financial services industry Ability to exercise discretion and business judgment while communicating,researching and resolving customer problems related to E*TRADE Securities Excellent problem solving skills, effectively follow-up on all customer inquiries regarding account information, procedures, systems and productsQUALIFICATIONSBasic
Series 7/63/66 licenses required Minimum 10 years brokerage experience required

Preferred
Must have professional experience developing business as well as cultivating relationships with affluent retail clients and/or active traders Ability to provide concierge-type support to ensure retention of dedicated client-base Ability to remain calm, professional, and in control in a volatile business environment Must be focused on bottom line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and entire customer experience Proactively demonstrates asset gathering and household acquisition strategies Utilize independent decision-making skills to handle and resolve issues. Ability to work independently Excellent organizational skills, with the ability to handle multiple tasks Effective follow-up on all customer inquiries regarding account information, procedures, systems and products Thorough understanding of the securities industry including equity and option trading Responsible for comprehensively understanding platforms of all competitors in space and being able to viably articulate items that differentiate the ET offering Capacity to place/review orders and to identify/escalate any trading related items Complete understanding of E*Trade policies and procedures Computer literacy including familiarity with online services, PC skills, and technical resolution. Ability to troubleshoot basic to advanced technical problems Participate in the development, maintenance and communication of sales and activity report#etrade

Keywords: Morgan Stanley, Sandy , E*TRADE - AVP, Private Client (Multi Locs: NYC, NY; Jersey City, NJ, Alpharetta, GA & Sandy, UT.), Other , Sandy, Utah

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