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 set and achieve stretch team goals
• Identify, recruit, develop, and retain key talent
• Ensure retention of participants through concierge-type comprehensive support
• Dedicated to exceeding expectations and possess outstanding oral, 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 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
• Detail 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. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.

SALARY AND BENEFITS

• Salary Range: $85,000.00 and $140,000.00 per year
• Discretionary Incentive Compensation Award
• Incentive Compensation Plan (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), and Short/Long Term Disability