About the Role
This role offers a unique opportunity to gain deep exposure to the Wealth Management field organization while supporting the National Recruiting team in attracting and hiring Financial Advisors. The individual will partner closely with Field leadership, Field Management Administration, and various Home Office teams to support Financial Advisor recruiting activity. 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.
Responsibilities
- Partner with Field leadership to review Financial Advisor recruit opportunities 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 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.
- Help improve recruiting processes, documentation standards, and operating efficiency across the National Recruiting function.
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.
Skills
- Business judgment
- Attention to detail
- Analytical skills
- Communication skills
- Time-management skills
- Critical-thinking skills
- Relationship building
- Negotiation skills
- Risk assessment
- Process improvement
Location
- Remote
Work Type
- Full-time
Experience Level
- Manager
Salary/Compensations
- $115,000 - $190,000
Benefits
- Commission earnings
- Incentive compensation
- Discretionary bonuses
- Short and long-term incentive packages
- Morgan Stanley sponsored benefit programs
About the Company
- 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 - 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.
Equal Opportunity
- 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.
