Team Manager, Premier Relationship Management

Jobtailor; Arizona; On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in the United States seeks a results‑driven team leader to supervise client relationship teams and drive performance metrics while mentoring staff for exceptional service.

You will partner with executives to manage KPIs, coach on financial products, recruit and retain top talent, and strengthen client outcomes across the organization.

Qualifications

• SIE, Series 7, Series 63, Series 9/10 or equivalents.
• Ability to obtain Mass Registration & Trader Certification.
• 2+ years of experience.
• Legally authorized to work in the United States; no visa sponsorship required.
• Bachelor’s Degree preferred.
• Strong leadership and supervisory experience.
• Ability to attract, develop, and retain talent.
• Proven experience handling complex client issues.
• Strong knowledge of compliance practices and regulatory parameters.
• Coaching and mentoring to improve KPIs.
• Ability to work independently.
• Strong oral and written communication.
• Excellent organizational skills and ability to manage multiple tasks.
• Proficiency in MS Word, Excel, PowerPoint, and Salesforce.

Responsibilities

• 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

Skills

Leadership

Coaching

Mentoring

Talent development

Communication

Education

Bachelor's degree

Tools

Salesforce

MS Word

MS Excel

MS PowerPoint

Job description

• 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

Requirements

• 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

Core Competencies

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.

Highest-signal resume keywords

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

ATS Optimization Keywords

Hard Skills

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

Soft Skills

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

Certifications & Qualifications

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

Industry Keywords

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

Tools & Technologies

• MS Word
• MS Excel
• MS PowerPoint
• Salesforce