National Advisor Recruiting Manager, VP

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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 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.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

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Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

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This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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