Practice Management Leadership Consultant

Morgan Stanley • Purchase, NY

3d • $150,000 - $250,000

About The Position

The Practice Management Leadership Consultant will be responsible for developing and implementing field manager development coaching and programming as it relates to practice management. Additionally, this partner will be responsible for fostering a culture of continuous learning and development among our field managers and helping them embrace needed change in their advisors’ practices. The Practice Management Leadership Consultant will report directly to the Head of Manager Development and Field Management Chief of Staff. 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 https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $150,000 and $250,000 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. For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Requirements

• BS/BA with at least 5 years of sales, coaching or management experience in the financial service industry preferred.
• Ability to travel (70% travel likely) most often within the Regional coverage model.
• Exemplary communication and consulting skills required.
• Strong financial advisor relationship management skills.
• Strong executive presence with skills in presentation development and delivery.
• Ability to have difficult conversations with management team members and Financial Advisors.

Responsibilities

• Build and sustain long-term partnerships with Field Managers and senior leaders to foster a strong culture of learning and development, with emphasis on practice management strategies that drive growth, deepen advisor engagement, and improve client relationships.
• Design and execute practice management and sales growth strategies across multiple lines of business, including driving awareness, engagement, and adoption of practice management tactics.
• Manage strategic cross-functional relationships with key internal stakeholders to strengthen partnership, improve coordination, and support initiatives that contribute to firm revenue growth.
• Support enterprise and field initiatives by developing and facilitating training programs and delivering speaking engagements at National, Regional, and Market meetings.
• Connect managers with external coaching resources by assessing needs and facilitating introductions to appropriate external coaches and partners.
• Identify and enable cross-partnering opportunities among Field Managers to promote collaboration and drive mutual business growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees