Team COO and PM

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Company: Morgan Stanley
Location: Huntsville, AL

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Team COO and PM

Job Number:

3142523

POSTING DATE: Dec 2, 2019
PRIMARY LOCATION: Americas-United States of America-Alabama-Huntsville
EDUCATION LEVEL: Refer to Position Description
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: First Vice President

DESCRIPTION

POSITION SUMMARY:
The Team COO is a senior level position that serves as a lead coordinator for a team’s daily business. This role oversees the business development and operations of the team. The Team COO will be responsible for improving operating efficiency and capacity of the team, enhancing the client service model, managing the prospect pipeline, etc.

DUTIES and RESPONSIBILITIES:
Oversees the development and implementation of strategies to achieve business goals
Leads team to establish and cultivate relationships with new and existing clients
Manages client interaction by participating in client prospecting and meetings
Serves as the escalation point for all team related matters
Coordinates and assigns work to team’s support staff
Leads meetings to discuss investment strategy options and performance
Develops and oversees investment functions, including but not limited to the oversight of policies, procedures, reporting and performance metrics via firm approved resources
Makes asset allocation recommendations and sets up the portfolio within the Portfolio Management program
Critically examines and rebalances current portfolio holdings when necessary
Reviews and develops recommendations as to the appropriate benchmarks for the current asset allocation

QUALIFICATIONS

Education and/or Experience
College degree or professional certification required
10 or more years of relevant work experience preferred
Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy
Additional product licenses may be required

Knowledge/Skills
Financial industry and product knowledge
Excellent written and verbal communication skills
Knowledge of applicable compliance rules and regulations and firm policies
Ability to interact and communicate effectively with colleagues and clients
Evidence of strong leadership skills or previous supervisory experience

REPORTS TO:
Branch Manager and dotted line to the Assistant Complex Manager

Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V