Team Manager, Premier Relationship Management

• 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

• 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

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.

• SIE Registration
• Series 7 Registration
• Series 63 Registration
• Coaching And Mentoring Skills
• Strong Leadership Capabilities

• Client Relationship Management
• Performance Metrics Management
• Compliance Practices Knowledge
• Issue Resolution
• Talent Development

• Strong Oral Communication Skills
• Strong Written Communication Skills
• Excellent Organizational Skills
• Independent Decision-Making

• SIE
• Series 7
• Series 63
• Series 9/10
• Mass Registration & Trader Certification

• Client Satisfaction
• KPI Achievement
• Talent Recruitment
• Regulatory Compliance
• Performance Reviews

• MS Word
• MS Excel
• MS Power Point
• Salesforce