Sr. Manager, Active Trader Relationship Management

The Active Trader Relationship Manager (ATRM) organization is responsible for developing and deepening relationships with a book of highly active traders through increased client engagement and education on E*TRADEs full suite of advanced active trader platforms tools and services.

TheATRM Sr. Manageris a senior people leader responsible for the overall performance risk management and strategic execution of the Active Trader Relationship Management department. This role leadsATRM Team Managers and is accountable for consistent delivery of a high-quality client experience strong business outcomes (retention acquisition and engagement) and a culture of coaching development and operational excellence. The ideal candidate combines deep trading and active trader platform knowledge with proven multi-level leadership strong judgment and the ability to drive performance through managers while operating effectively across partners (e.g. Compliance Risk Operations Product and other lines of business).

Role Responsibilities

• Lead coach and developATRM Team Managers ensuring consistent expectations coaching standards and performance management across teams
• Establish a strong talent pipeline (hiring onboarding readiness succession planning) and ensure role clarity and capacity planning across the department
• Create and sustain a positive inclusive environment by motivating encouraging and engaging leaders and employees with fairness and integrity
• Ensure consistent career development practices including calibration promotion readiness and targeted development plans for managers and ATRMs
• Business Performance & Operating Rhythm
• Own department-level performance against daily/weekly/monthly/annual KPIs (e.g. engagement retention acquisition service quality productivity and risk outcomes)
• Set targets and translate business priorities into execution plans for Team Managers; monitor results and course-correct quickly
• Ensure a consistently high-quality client experience across all teams by setting standards for relationship management education and platform/tool guidance
• Oversee quality assurance practices (interaction reviews coaching frameworks and remediation plans) and ensure improvements are sustained
• Serve as an escalation leader for complex client situations and trade-related issues ensuring timely resolution and appropriate risk controls
• Ensure adherence to supervisory expectations policies and procedures; partner with Compliance/Risk to maintain a strong control environment
• Cross-Functional Partnership & Continuous Improvement
• Partner with line of business leadership and key stakeholders to coordinate team meetings communications compliance training and performance review processes
• Collaborate with Product/Platform Operations and other partners to improve tools workflows and client-facing processes impacting active traders

Minimum Qualifications

• Education:Bachelors Degree preferred
• Registrations:SIE Trader Certification Series 7 63 and 9/10 (or equivalent)
• Experience:5 yearsrelevant experience including2 years leading leaders(managers/supervisors) preferred
• 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:

• Thorough understanding of E*TRADE policies and procedures.
• Must have professional experience developing business as well as establishing relationships with actively trading and/or affluent clients
• Thorough understanding of the securities industry including equity and option trading.
• Utilize independent decision-making skills to handle and resolve issues. Ability to work independently
• Evidence of strong leadership capabilities and previous supervisory experience
• Possess strong skills in coaching and mentoring teams to enhance performance and deliver against KPIs
• Excellent knowledge of compliance practices and proven track record working within industry and regulatory parameters
• Utilize independent decision-making skills to handle and resolve issues
• Proven track record in handling and resolving complex client issues
• Ability to troubleshoot basic to advanced technical problems
• Excellent organizational skills with the ability to handle multiple tasks
• Extensive knowledge of E*TRADE trading and customer account systems
• Proficient in Salesforce MS Word Excel PowerPoint
• Outstanding oral and written communication
• Must be able to remain composed professional and maintain control in high-pressure or volatile environments

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 thats differentiated and weve 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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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For New Jersey:

Salary range for the position: $110000.00 and $190000.00 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 units 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. Please visit to learn more about our benefit offerings.

For Illinois:

Salary range for the position: $110000.00 and $190000.00 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 units 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. Please visit 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.

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