Morgan Stanley

Team Manager

Morgan Stanley

full-time

Posted on:

Location Type: Office

Location: Sandy • Arizona • Utah • United States

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About the role

  • Must focus on bottom line performance and constantly look for ways to improve overall performance and client satisfaction along with the end-to-end client experience.
  • Support RMs in meeting core Key Performance Indicators (KPIs) and Morgan Stanley Financial Advisor referral goals
  • Must be able to remain composed, professional and maintain control in high-pressure or volatile environments
  • Develop a thorough understanding of all Morgan Stanley products and services while coaching the team to deliver the firm to our high priority clients
  • Can identify, recruit, develop and retain key talent
  • Utilize independent decision-making skills to handle and resolve issues
  • Set and manage team standards around attendance, performance metrics, and service quality
  • Partner with key stakeholders and varying levels of leadership to provide feedback and develop strategies for goal attainment

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
  • Education: Bachelor’s Degree preferred
  • Evidence of strong leadership capabilities and previous supervisory experience
  • Ability to attract and nurture talented individuals into a successful relationship management organization
  • 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
  • employee benefits and perks that are most attractive and comprehensive in the industry
  • opportunity to work alongside the best and the brightest
Applicant Tracking System Keywords

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

Hard Skills & Tools
client experienceperformance metricsKPI managementcoachingmentoringissue resolutionrelationship managementcompliance practicesindependent decision-makingtalent development
Soft Skills
leadershiporganizational skillscommunication skillsproblem-solvingteam managementpressure managementstrategic feedbackclient satisfaction focusmulti-taskingprofessionalism
Certifications
SIESeries 7Series 63Series 9/10Mass RegistrationTrader Certification