Team Manager

Morgan Stanley

VEA Team Manager leading 20+ virtual engagement associates supporting Morgan Stanley Financial Advisors. Overseeing training, performance, recruiting, and service standards across Wealth Management.

Posted 8/10/2026full-timeDallas • New York, Texas • 🇺🇸 United StatesSeniorLead💰 $110,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership and management capabilities in overseeing a team of Virtual Engagement Associates, with a focus on performance improvement, client engagement metrics, and effective training. Holds relevant financial certifications and possesses extensive experience in finance or business-related fields.

Highest-signal resume keywords

Team ManagementPerformance ImprovementFinancial Services KnowledgeCommunication SkillsRecruitment Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningDigital MarketingPerformance MetricsTraining and DevelopmentClient EngagementPerformance ReviewsTime ManagementOrganization SkillsManagement ExperienceBusiness Development

Soft Skills

LeadershipCoachingAccountabilityFlexibilityAttention to Detail

Tools & Technologies

PCMS OfficeInternet Applications

Certifications & Qualifications

SIESeries 7Series 66Series 24Series 9/10

Industry Keywords

FinanceBusiness DevelopmentSalesManagementRecruiting

About the role

Key responsibilities & impact

Directly manage a team of 20+ Virtual Engagement Associates supporting Financial Advisors through Digital Marketing or Financial Planning services
Supervise VEAs, including managing training and development
Monitor on-site performance, behavior, and general policy adherence
Develop effective teams, provide consistent leadership, and assume accountability for results
Ensure the team meets VEA standards of excellence, including client engagement metrics and activity logging
Coach and develop team members to improve performance across all metrics
Create performance improvement plans for underperforming VEAs as needed
Support the VEA Recruiter in campus recruiting through candidate interviews and other recruiting efforts
Conduct regular team meetings to share best practices and ideas
Maintain understanding and knowledge across all VEA services and offerings
Conduct performance reviews in partnership with the VEA Relationship Manager
Promote organization, discipline, accountability, and a strong work ethic

Requirements

What you’ll need

Bachelor’s degree or equivalent experience
Minimum 10 years of experience in finance, business development, management, sales, legal, accounting, education, military, or another business-related field
SIE required before start date
Series 7 and Series 66 required within 90 days from hire date / transfer-in date
Series 24 or 9/10 encouraged
Previous management experience required
Excellent written, verbal, and presentation communication skills
Exemplary organization and time-management skills
Expert knowledge of PC, MS Office, and internet applications
Ability to work independently; flexibility and attention to detail
Authorized to work in the US without durational restrictions
Successful completion of background check and pre-employment assessments

Benefits

Comp & perks

Comprehensive employee benefits and perks
Support for employees and their families throughout their work-life journey
Opportunity for internal mobility across the business
Commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages may be included in total compensation