Team Manager – Executive Relationship Management

Morgan Stanley

Team Manager at Morgan Stanley managing service and sales teams for stock plan participants. Overseeing performance targets and developing key talent in a fast-paced environment.

Posted 6/12/2026full-timeDenver • Colorado • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $140,000 per yearWebsite

About the role

Key responsibilities & impact

Hold team members accountable for the service, sales, and relationship management delivered to stock plan participants.
Delegate responsibilities that lend to the career growth of the team.
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.
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 constantly look for ways to improve overall performance, sales, customer satisfaction and the entire customer experience.
Set and achieve stretch team goals.
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.
Provide a superior level of service and satisfaction to successfully close sales.
Utilize independent decision-making skills to handle and resolve issues.
Handle multiple tasks with excellent organizational skills.

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

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

accountabilitydelegationorganizational skillsleadershipcoachingproblem-solvingteam culture developmentcustomer satisfaction focusdecision-makingrelationship management