Priority Team Manager

Join to apply for the Priority Team Manager role at Morgan Stanley
.

The Priority Team Manager will hold team members accountable for the service and relationship management delivered to both existing and prospective clients, provide coaching and support for career growth, oversee performance metrics, and coordinate meetings, compliance training, and performance reviews with line‑of‑business management.

• Focus on bottom‑line performance, constantly improving 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.
• 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’s solutions to 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.

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

• Education:
  
  Bachelor’s Degree preferred.
• Evidence of strong leadership capabilities and previous supervisory experience.
• Ability to attract and nurture 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.
• Ability to work independently.
• Outstanding oral and written communication skills.
• Excellent organizational skills, with the ability to handle multiple tasks.
• Proficient in MS Word, Excel, PowerPoint, and Salesforce.

Morgan Stanley is committed to maintaining first‑class service and a high standard of excellence. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our decisions every day. You’ll work alongside the best and brightest in an environment that supports and empowers employees, with comprehensive benefits and abundant opportunities for career advancement.

Our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools, making us the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).