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David Careers

Team Manager, Executive Relationship Management

Posted 4 days ago

morgan stanleySandy (UT)
General and Operations ManagersPortfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Team Manager In this role, the Team Manager will be expected to hold team members accountable for the service, sales, and relationship management delivered to stock plan participants. The Team Manager will be expected to delegate responsibilities that lend to the career growth of the team. Additionally, the Team Manager will oversee team members and assure they meet targets for daily, weekly, monthly, and annual performance metrics; work with line of business management in coordinating team meetings, compliance training and preparation of performance reviews.
Role Responsibilities:
  • 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. Minimum Years of Industry Experience: 5+ years
Preferred Skills:
  • 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 experienceWHAT 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.

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