Senior Manager, Premier Relationship Management

PowerToFly; Gilbert (AZ); On-site; USD 110,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking a Premier RM Senior Manager in Gilbert, Arizona, responsible for managing client service and relationships. The ideal candidate will oversee team performance, coaching team managers to meet business targets while improving client satisfaction.

Required qualifications include a Bachelor’s Degree, financial services experience, and the ability to work legally in the United States. The role offers a competitive salary between $110,000 and $190,000, along with potential bonuses and benefits.

Qualifications

• 8+ years of financial services client experience.
• Required registrations include SIE, Series 7, Series 66, Series 9/10 or equivalent.
• Must be legally authorized to work in the United States.

Responsibilities

• Focus on bottom-line performance and improve overall client satisfaction.
• Deliver results across retention, banking and referral conversion.
• Oversee and develop team managers to improve results.

Skills

Leadership experience

Client-first mindset

Communication skills

Sales instincts

Understanding of the securities industry

Education

Bachelor’s Degree (Finance/Business preferred)

Job description

Position Summary

The Premier RM Senior Manager will be accountable for the service and relationship management delivered to both existing and prospective clients. The Senior Manager will provide coaching and support that leads to the career growth of the team. Additionally, the Senior Manager will oversee team managers and assure their teams meet targets for daily, weekly, monthly, and annual performance metrics.

Role Responsibilities

• Must focus on bottom-line performance and explore ways to improve overall performance and client satisfaction along with the end-to-end client experience.
• Deliver results across retention, NNA, Banking and referral conversion—while protecting client experience and risk standards.
• Set a performance culture with clear expectations; coach and develop leaders to improve results.
• Convert goals into priorities, activity standards, and operating rhythm; manage to target via forecasting, scorecards, and gap-to-goal actions.
• Partner with Platforms, Marketing, WFM, P2A, A&D, and Risk/Compliance to improve outcomes.
• Expand share of wallet by connecting clients to relevant solutions (as appropriate).
• Strengthen controls and supervision; ensure compliance with policies, procedures, and regulatory requirements.
• Can identify, recruit, develop and retain key talent.

Minimum Qualifications

• Required Education: Bachelor’s Degree (Finance/Business preferred)
• Registrations: SIE, Series 7, Series 66, Series 9/10 or equivalent, Mass Registration, Trader Certification
• Minimum Years of Experience: 8+ years of financial services client experience
• To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

Preferred Skills

• Prior leadership experience, with demonstrated ability to deliver results tied to growth, retention, and conversion
• Strong executive presence; ability to drive performance through influence in a fast-paced, metric-driven environment
• Exceptional client-first mindset and communication skills (written and verbal) with strong sales instincts and follow-through
• Strong understanding of the securities industry and operational/risk discipline

Compensation (California)

Expected base pay rates for the role will be between $110,000.00 and $190,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Equal Opportunity Employment

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.