Team Manager, Executive Relationship Management

711 MS Smith Barney, LLC; Gilbert (AZ); Presencial; USD 110.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical

Dental

Vision

401(k)

Paid Time Off

10 Holidays

Life Insurance

Disability Coverage

Descripción de la vacante

Morgan Stanley is seeking a Team Manager to lead a dynamic group focused on stock plan participant services. You will set standards, drive performance, and ensure delivery of sales and client satisfaction goals.

The role requires strong leadership, coaching, and the ability to recruit and develop top talent. You will work with business leaders to execute growth plans, monitor compliance training, and review performance to ensure operational excellence and client outcomes aligned with firm

Formación

• Registrations: SIE, Series 7, Series 63 OR 66, Series 9/10 or 4/24/53 and ability to obtain Mass Registration & Trader Certification.
• Minimum 5+ years of industry experience.
• Bachelor’s Degree preferred; proven business planning and growth focus.

Responsabilidades

• Hold team accountable for service, sales and relationship management of stock plan participants.
• Delegate responsibilities to support career growth and ensure delivery of targets.
• Oversee team performance metrics daily, weekly, monthly and annually.
• Coordinate team meetings, compliance training and performance reviews.
• Recruit, develop and retain key talent to grow business.
• Lead with strong communication and problem solving to close sales.

Conocimientos

Leadership

Team management

Sales skills

Communication

Coaching

Recruiting

Educación

Bachelor’s Degree

Licensing: SIE, Series 7/63/66, 9/10 or 4/24/53

Descripción del empleo

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.

Role Responsibilities:

• 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 the expectations and must have outstanding oral communication, 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

Minimum Qualifications:

• 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

Preferred Skills:

• 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
• Evidence of strong leadership capabilities and previous supervisory experience

What You Can Expect From MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

For Colorado: Salary range for the position: $85,000.00 and $140,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also 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 consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

• 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 consistent with state and local law, Parental Leave and 20 Vacation Days annually)
• 10 Paid Holidays
• 401(k)
• Short/Long Term Disability
• Other special perks reserved for our employees

Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

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.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.