Team Manager, Premier Relationship Management

About the role

The Premier Team Manager will be expected to hold team members accountable for the service and relationship management delivered to both existing and prospective clients. The Team Manager will provide coaching and support that lend to the career growth of the team. Additionally, the Team Manager will 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.

Role Responsibilities

• Must focus on bottom line performance and constantly look for ways to improve overall performance and client satisfaction along with the end-to-end client experience.
• Support RMs in meeting core Key Performance Indicators (KPIs) and Morgan Stanley Financial Advisor referral goals.
• Be able to remain composed, professional and maintain control in high-pressure or volatile environments.
• Develop a thorough understanding of all Morgan Stanley products and services while coaching the team to deliver the firm to our high priority clients.
• Identify, recruit, develop and retain key talent.
• Utilize independent decision-making skills to handle and resolve issues.
• Set and manage team standards around attendance, performance metrics, and service quality.
• Partner with key stakeholders and varying levels of leadership to provide feedback and develop strategies for goal attainment.

Minimum Qualifications

• Registrations: SIE, Series 7, Series 63, Series 9/10 or equivalent and ability to obtain Mass Registration & Trader Certification
• Minimum Years of Experience: 2+

Preferred Skills

• Educational Background: Bachelor’s Degree preferred
• Leadership Capabilities: Strong evidence of strong leadership capabilities and previous supervisory experience
• Talent Development: Proven track record in attracting and nurturing talented individuals into a successful relationship management organization
• Complex Issue Handling: Proven track record in handling and resolving complex client issues
• Compliance Practices: Excellent knowledge of compliance practices and proven track record working within industry and regulatory parameters
• Team Coaching: Strong skills in coaching and mentoring teams to enhance performance and deliver against KPIs
• Independent Decision Making: Ability to work independently
• Communication Skills: Outstanding oral and written communication skills
• Organizational Skills: Excellent organizational skills, with the ability to handle multiple tasks
• Technical Proficiency: Proficient in MS Word, Excel, PowerPoint, and Salesforce

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