Morgan Stanley

Priority Team Manager

Morgan Stanley

full-time

Posted on:

Location Type: Office

Location: Sandy • Arizona, Utah • 🇺🇸 United States

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Job Level

JuniorMid-Level

About the role

  • Hold team members accountable for service and relationship management delivered to clients
  • Provide coaching and support for team career growth
  • Oversee team members to meet performance metrics
  • Work with management in coordinating team meetings, compliance training, and performance reviews
  • Focus on improving overall performance and client satisfaction
  • Support RMs in meeting core Key Performance Indicators (KPIs)
  • Remain composed in high-pressure situations
  • Develop understanding of Morgan Stanley products and services to coach the team
  • Identify, recruit, develop, and retain key talent
  • Set and manage team standards around attendance, performance metrics, and service quality

Requirements

  • Registrations: SIE, Series 7, Series 63, Series 9/10 or equivalent and ability to obtain Mass Registration & Trader Certification
  • Minimum Years of Experience: 2+ years
  • Preferred Education: Bachelor’s Degree preferred
  • Evidence of strong leadership capabilities and previous supervisory experience
  • Proven track record in handling and resolving complex client issues
  • Excellent knowledge of compliance practices and proven track record working within industry and regulatory parameters
  • Possess strong skills in coaching and mentoring teams to enhance performance and deliver against KPIs
  • Ability to work independently
  • Outstanding oral and written communication skills
  • Excellent organizational skills, with the ability to handle multiple tasks
  • Proficient in MS Word, Excel, PowerPoint, and Salesforce.
Benefits
  • Comprehensive employee benefits and perks
  • Professional development opportunities

Applicant Tracking System Keywords

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

Hard skills
coachingmentoringperformance metricsclient issue resolutioncompliance practicesKPI managementteam standards management
Soft skills
leadershiporganizational skillscommunication skillsindependencecomposure under pressure
Certifications
SIESeries 7Series 63Series 9/10Mass RegistrationTrader Certification