Team Manager, Executive Relationship Management

Job Description

In this role, the Team Manager will be expected to hold team members accountable for the service, sales, and relationship management delivered to stock plan participants. The Team Manager will be expected to delegate responsibilities 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.

• 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.
• Must be focused on bottom line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experience.
• Ability to set and achieve stretch team goals.
• 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.
• Must be dedicated to exceeding expectations and must possess outstanding oral, inter-personal and written communication skills. This will be necessary to provide a superior level of service, satisfaction, and to successfully close sales.
• Utilize independent decision‑making skills to handle and resolve issues.
• Ability to work independently.
• Computer literacy including familiarity with online services, PC skills, and technical resolution; ability to troubleshoot basic to advanced technical problems.
• Excellent organizational skills, with the ability to handle multiple tasks.

• 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+ years.

• Bachelor’s Degree Preferred.
• 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.
• 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.
• Ability to create a team culture which drives urgency and a proactive approach to meeting client financial requirements.

This section indicates that the candidate has prior supervisory experience, though no specific details are provided.

Salary range for the position: $85,000.00 and $ per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. They may also participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component. 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 in accordance with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), Short/Long Term Disability, in addition to other special perks reserved for employees.

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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.

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