Team Manager, Executive Relationship Management

Job Description:

In this role the Team Manager will be expected to hold team members accountable for the service sales and relationship management delivered to stock plan participants. The Team Manager will be expected to delegate responsibilities 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 be able to remain calm professional and in control in a volatile business environment

Set and manage team standards around attendance performance metrics and service quality

Must be focused on bottom line performance and constantly looking at ways to improve overall performance sales customer satisfaction and the entire customer experience

Ability to set and achieve stretch team goals

Can identify recruit develop and retain key talent

Seek opportunities to grow business and drive sales by capitalizing on firm initiatives

Ensure retention of participants through concierge-type comprehensive support

Must be dedicated to exceeding the expectations and must have outstanding oral communication inter-personal and written communication skills. This will be necessary to provide a superior level of service satisfaction and to successfully close sales

Utilize independent decision-making skills to handle and resolve issues

Ability to work independently

Computer literacy including familiarity with online services PC skills and technical resolution Ability to troubleshoot basic to advanced technical problems

Excellent organizational skills with the ability to handle multiple tasks

Minimum 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 Years of Industry Experience: 5 years

Preferred Skills:

Bachelors Degree Preferred

Proven ability to develop and execute a comprehensive business plan focused on growth retention and driving revenue

Detailed understanding of the securities industry including equity compensation trading (equity/derivatives)Mutual Funds/ETFs Bonds wrap products lending

Ability to attract & nurture talented individuals into a successful Sales & Support team

Proven ability to resolve complex B2B challenges

Proven track record of coaching team members

Ability to create a team culture which drives urgency and a proactive approach to meeting client financial requirements

Evidence of strong leadership capabilities and previous supervisory experience

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 Colorado:

Salary range for the position: $85000.00 and $140000.00 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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