Team Manager, Executive Relationship Management

Morgan Stanley

Team Manager leading relationship management for stock plan participants with performance accountability at Morgan Stanley. Delegating responsibilities and ensuring service excellence across team members.

Posted 5/22/2026full-timeAlpharetta • Arizona, Colorado, Florida, Utah • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $140,000 per yearWebsite

About the role

Key responsibilities & impact

Hold team members accountable for service, sales, and relationship management delivered to stock plan participants
Delegate responsibilities for the career growth of the team
Oversee team members to ensure they meet targets for daily, weekly, monthly, and annual performance metrics
Coordinate team meetings, compliance training, and preparation of performance reviews
Remain calm, professional, and in control in a volatile business environment
Set and manage team standards around attendance, performance metrics, and service quality
Focus on bottom line performance and improve overall performance, sales, and customer satisfaction
Set and achieve stretch team goals
Identify, recruit, develop, and retain key talent
Seek opportunities to grow business and drive sales
Ensure retention of participants through concierge-type comprehensive support
Provide superior level of service and satisfaction to successfully close sales
Utilize independent decision-making skills to handle and resolve issues
Work independently and exhibit computer literacy including technical resolution of basic to advanced problems
Exhibit excellent organizational skills, managing multiple tasks

Requirements

What you’ll need

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 experience

Benefits

Comp & perks

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)
Short/Long Term Disability
Other special perks reserved for our employees

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

SIESeries 7Series 63Series 66Series 9/10Series 4/24/53Mass RegistrationTrader Certificationbusiness plan developmentperformance metrics

Soft Skills

team accountabilitydelegationorganizational skillsindependent decision-makingcoachingleadershiprelationship managementproblem resolutionproactive approachcustomer satisfaction