Team Manager, Premier Relationship Management

Morgan Stanley

Team Manager coaching premier relationship managers and driving KPIs, compliance, and client satisfaction at Morgan Stanley. Leading talent development and performance management across relationship-management teams.

Posted 8/12/2026full-timeGilbert • Arizona, Utah • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership capabilities with a focus on coaching, mentoring, and developing talent to achieve performance metrics and enhance client satisfaction. Proficient in compliance practices and skilled in managing complex client issues while fostering a collaborative team environment.

Highest-signal resume keywords

SIE RegistrationSeries 7 RegistrationSeries 63 RegistrationCoaching And Mentoring SkillsStrong Leadership Capabilities

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Client Relationship ManagementPerformance Metrics ManagementCompliance Practices KnowledgeIssue ResolutionTalent Development

Soft Skills

Strong Oral Communication SkillsStrong Written Communication SkillsExcellent Organizational SkillsIndependent Decision-Making

Tools & Technologies

MS WordMS ExcelMS PowerPointSalesforce

Certifications & Qualifications

SIESeries 7Series 63Series 9/10Mass Registration & Trader Certification

Industry Keywords

Client SatisfactionKPI AchievementTalent RecruitmentRegulatory CompliancePerformance Reviews

About the role

Key responsibilities & impact

Hold team members accountable for service and relationship management delivered to existing and prospective clients
Provide coaching and support for team members’ career growth
Oversee team members and ensure achievement of daily, weekly, monthly, and annual performance metrics
Coordinate team meetings, compliance training, and performance reviews with line-of-business management
Improve bottom-line performance, client satisfaction, and the end-to-end client experience
Support Relationship Managers in meeting KPIs and Morgan Stanley Financial Advisor referral goals
Coach the team on Morgan Stanley products and services for high-priority clients
Identify, recruit, develop, and retain key talent
Handle and resolve issues using independent decision-making
Set and manage standards for attendance, performance metrics, and service quality
Partner with stakeholders and leadership to provide feedback and develop goal-attainment strategies

Requirements

What you’ll need

SIE, Series 7, Series 63, Series 9/10 or equivalent registrations
Ability to obtain Mass Registration & Trader Certification
2+ years of experience
Legally authorized to work in the United States
Must not require current or future employment visa sponsorship
Bachelor’s Degree preferred
Strong leadership capabilities and previous supervisory experience
Ability to attract, develop, and retain talent
Proven experience handling and resolving complex client issues
Strong knowledge of compliance practices and industry/regulatory parameters
Coaching and mentoring skills to improve team performance and deliver KPIs
Ability to work independently
Strong oral and written communication skills
Excellent organizational skills and ability to manage multiple tasks
Proficiency in MS Word, Excel, PowerPoint, and Salesforce

Benefits

Comp & perks

Comprehensive employee benefits and perks
Support and empowerment throughout the work-life journey
Opportunities for career mobility across the business
Equal opportunity and inclusive workplace commitment