Team Manager, Premier Relationship Management

Morgan Stanley; United States; On-site; USD 100,000 - 140,000; Full time

Job summary

Morgan Stanley is seeking a Premier Team Manager to lead a client-focused team, coach professionals, and ensure attainment of daily to annual performance targets. The role emphasizes accountability, coaching, and enhancing the end-to-end client experience within the firm’s relationship management framework.

The ideal candidate will guide the team in delivering Morgan Stanley products and services to high-priority clients while developing talent and maintaining compliance with industry standards.

Qualifications

• Leadership experience evidenced by supervisory roles
• Minimum 2+ years of experience in relevant field
• Legal authorization to work in the United States; no visa sponsorship required now or in the future

Responsibilities

• Hold team members accountable for service and relationship management
• Provide coaching and support for career growth
• Oversee team performance against daily, weekly, monthly and annual targets
• Coordinate team meetings, compliance training and performance reviews
• Support RMs in meeting KPIs and referral goals
• Develop strategies to improve end-to-end client experience
• Recruit, develop and retain key talent
• Set and manage attendance, performance metrics and service quality
• Collaborate with stakeholders to drive goal attainment

Skills

Leadership

Coaching

Client relationship management

Independent decision making

Communication skills

Organizational skills

Team performance management

Education

Bachelor's degree preferred

Tools

MS Word

Excel

PowerPoint

Salesforce

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

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 is 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.

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.