Team Performance Lead: Sales, Service & Growth

711 MS Smith Barney, LLC; Gilbert (AZ); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

Paid Time Off

10 Holidays

Life Insurance

Disability Coverage

Job summary

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

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 5+ years of industry experience.
• Bachelor’s Degree preferred; proven business planning and growth focus.

Responsibilities

• 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.

Skills

Leadership

Team management

Sales skills

Communication

Coaching

Recruiting

Education

Bachelor’s Degree

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

Job description

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