Team Manager, Executive Relationship Management
Role Responsibilities
- Must be able to 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 look for ways to improve overall performance, sales, customer satisfaction and the entire customer experience
- Can 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
- Dedicated to exceeding the expectations and must have outstanding oral communication, inter-personal and written communication skills
- Utilize independent decision-making skills to handle and resolve issues
- Computer literacy including familiarity with online services, PC skills, and technical resolution
- Utilize excellent organizational skills, with the ability to handle multiple tasks
Minimum Qualifications
- 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+
Preferred Skills
- Bachelor’s Degree
- 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
- Proven 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
- Evidence Of Strong Leadership Capabilities And Previous Supervisory Experience
WHAT YOU CAN EXPECT FROM MORGAN STANLEY
- At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered
- Morgan Stanley offers a full spectrum of benefits, including 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), and Short/Long Term Disability, in addition to other special perks reserved for our employees
Schedule
Not specified
Pay
$85,000.00 and $140,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.
Benefits
- 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
Equal Opportunity Employer
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.