Team Manager, Premier Relationship Management

PowerToFly; Gilbert (AZ); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Diversity and inclusion initiatives

Career growth opportunities

Job summary

PowerToFly is seeking a Premier Team Manager in Gilbert, Arizona. The role focuses on holding team members accountable for service standards while supporting their career growth through coaching and effective management of performance metrics.

The ideal candidate will have strong leadership skills, relevant licenses, and a proven track record in client relationship management. PowerToFly values diversity and is dedicated to fostering an inclusive workplace.

Qualifications

• 2+ years of experience in a supervisory role.
• Registered with SIE, Series 7, Series 63, Series 9/10 or equivalent.
• Ability to work in high-pressure environments.

Responsibilities

• Hold team accountable for service and relationship management.
• Coach and support team members for career growth.
• Oversee performance metrics and compliance training.

Skills

Leadership capabilities

Coaching skills

Client relationship management

Excellent communication

Organizational skills

Education

Bachelor’s Degree

Tools

Salesforce

MS Word

MS Excel

MS PowerPoint

Job description

The Premier Team Manager will be expected to hold team members accountable for the service and relationship management delivered to both existing and prospective clients. The Team Manager will provide coaching and support 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 focus on bottom line performance and constantly look for ways to improve 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.
• Must be able to 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 to our high priority clients.
• Can 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.

Minimum Qualifications

• 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.
• 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

• 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.

Benefits

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.

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.