Team Manager, Executive Relationship Management
- Gilbert, United States +2
- Mid Level
- 5+ years
- Bachelor's degree
- Posted
Skills
Preferred
- equity compensation
- equity / derivatives
- Mutual Funds/ETF’s
- Bonds
- wrap products
- B2B
- metrics
About Ms
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.
Responsibilities
- The Team Manager will be expected to delegate responsibilities that lend to the career growth of the team.
- Must be able to remain calm, professional and in control in a volatile business environment Set and manage team standards around attendance, performance metrics, and service quality Must be focused on bottom line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experience Ability to set and achieve stretch team goals Can identify, recruit, develop and retain key talent Seek opportunities to grow business and drive sales by capitalizing on firm initiatives Ensure retention of participants through concierge-type comprehensive support Must be dedicated to exceeding the expectations and must have outstanding oral communication, inter-personal and written communication skills.
- This will be necessary to provide a superior level of service, satisfaction, and to successfully close sales Utilize independent decision-making skills to handle and resolve issues Ability to work independently Computer literacy including familiarity with online services, PC skills, and technical resolution Ability to troubleshoot basic to advanced technical problems Excellent organizational skills, with the ability to handle multiple tasks Minimum Qualifications: Registrations: SIE, Series 7, Series 63 OR 66, Series 9/10 or 4/24/53 and ability to obtain Mass Registration & Trader Certification.
Requirements
- Minimum Years of Industry Experience
- 5+ years
Preferred
Bachelor’s Degree Preferred
- Proven ability to develop and execute a comprehensive business plan focused on growth, retention, and driving revenue
- Detailed understanding of the securities industry including equity compensation, trading (equity/derivatives), Mutual Funds/ETF’s, Bonds, wrap products, lending
- Ability to attract & nurture talented individuals into a successful Sales & Support team
- Proven ability to resolve complex B2B challenges
Proven track record of coaching team members
- Ability to create a team culture which drives urgency and a proactive approach to meeting client financial requirements
- Evidence of strong leadership capabilities and previous supervisory experience
Pay
- Salary range for the position: $85,000.00 and $140,000.00 per year.
- The successful candidate may be eligible for an annual discretionary incentive compensation award.
- The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.
Benefits
- Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.
- Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
For Colorado
For Colorado
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.
- For more information, please visit https://www.morganstanley.com/people-opportunities/eeo .
