SRU Regional Manager

The Regional Manager will work closely with Field Partners at the Region and Market level in addition to internal departments to provide support through various systems to ensure disbursement activity has been appropriately actioned.   Act as primary point of contact between assigned Region(s) and the Asset Movement Team (AMT) while focus on partnership and cultivating Field Relationship. Work with AMT Associates to resolve issues encountered during disbursement request processing and reporting reviews.  A Regional Managers will report directly to the Site Manager and supervise a team of AMT Associates

Key responsibilities may include but will not be limited to the following:

• Build and Maintain relationship with assigned Region

• Participate in Regional/Market calls to learn about new platform changes, policy, and procedure updates, share best practices and any relevant updates in a timely manner

• Lead efforts to resolve Field Escalations and issues encountered during disbursement request processing and reporting reviews timely

• Maintain strong relationship with the field by forming strong partnership and being the liaison between branch management and AMT

• Engage primarily in projects and initiatives specific to field and other external relationships/partnerships

• Partner with other AMT Managers in identifying and supporting potential leaders in obtaining skillsets and licenses needed for career goals, job related activities and firm opportunities

• Maintain strong relationships with other SRU lines of business to promote cross-training and development of associates and work closely with other AMT Managers in employee engagement to promote a culture of team building and inclusion

Manage Team

• Supervise a team of Associates and Senior Associate’s

• Primarily responsible for the disbursements review functions for direct reports with focus on consistency, quality, and compliance with firm policies and procedures

• Participate in recruitment and hiring of permanent, temporary, and part-time employees

• Conduct Performance Review and identify developmental needs for staff

• Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies

• Contribute to the Talent development and career progression of team members

• Keep current on SEC/FINRA, Compliance and firm guidelines and policy and procedure changes and apply to processing and all interaction to ensure risk mitigation

• Ability to handle a high volume of requests in a fast-paced environment across multiple time zones

• Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies

• Some travel may be required

• Other duties and projects as assigned

Education, Experience, Knowledge, and Skills:

• Series 7 required

• 2-5 years industry experience

• Evidence of strong leadership capabilities or previous supervisory experience

• College preferred or equivalent experience

• Advanced knowledge of Morgan Stanley systems and Microsoft Suite

• Excellent interpersonal and client service skills

• Basic clerical, administrative and organizational skills

• Attention to detail and excellent follow up skills

• Highly effective written and verbal communication skills

• Focused intent on Customer Service Satisfaction

• Ability to research and resolve service inquiries

• Know when to escalate an item to mitigate risk

• Self-motivated and able to work in a fast-paced environment

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 off