Team Manager, Premier Relationship Management

About the role

The Premier Team Manager will be responsible for holding team members accountable for delivering high-quality service and relationships to both existing and prospective clients. They will provide coaching and support to foster the career development of the team.

Responsibilities

• Focus on bottom line performance and continuously seek opportunities to enhance overall performance and client satisfaction.
• Support Relationship Managers (RMs) in achieving Key Performance Indicators (KPIs) and Morgan Stanley financial advisor referral goals.
• Remain composed and maintain control in high-pressure or volatile environments.
• Develop a deep understanding of all Morgan Stanley products and services, and coach the team to deliver the firm effectively to high-priority clients.
• Identify, recruit, develop, and retain key talent.
• Make independent decisions to handle and resolve issues.
• Set and manage team standards for attendance, performance metrics, and service quality.
• Partner with key stakeholders and various levels of leadership to provide feedback and develop strategies for goal attainment.

Requirements

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

Qualifications

• Bachelor’s Degree preferred.
• Strong leadership capabilities and previous supervisory experience.
• Proven track record in attracting and nurturing talented individuals into a successful relationship management organization.
• Proven track record in handling and resolving complex client issues.
• Excellent knowledge of compliance practices and proven track record working within industry and regulatory parameters.
• Possess strong skills in coaching and mentoring teams to enhance performance and deliver against KPIs.
• Strong independent decision-making skills.
• Outstanding oral and written communication skills.
• Excellent organizational skills, capable of handling multiple tasks.
• Proficient in MS Word, Excel, PowerPoint, and Salesforce.

Benefits

Morgan Stanley offers a competitive compensation package, including a comprehensive benefits program that includes health insurance, retirement plans, and other perks designed to support employees' well-being and career growth.

Schedule

Full-time position available.

Pay

Compensation is commensurate with experience and qualifications.