Active Trader Team Lead

Morgan Stanley•Chicago, IL

8d•$68,000 - $120,000

About The Position

The Active Trader Relationship Manager (ATRM) team is responsible for developing relationships with a book of highly active traders through increased client engagement and by providing education on ETRADE’s full suite of advanced active trader platforms, tools and services. The ATRM Team Lead must have the unique skill set and traits of an ATRM and a proven track record of effective leadership and heightened performance across the organization. The ideal candidate will have a unique combination of a comprehensive trading knowledge and a commitment to the highest levels of service, along with a thorough understanding of the processes and procedural landscape presented to team members and customers alike. The ATRM Team Lead will be expected to hold team members accountable for the service and relationship management delivered to both book clients and prospective clients. The Team Lead will provide coaching and support that lend to the career growth of the team. Additionally, the Team Lead 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.

Requirements

Required Education: Bachelor’s Degree preferred
Registrations: SIE, Series 7, 63, and 9/10 (or Series 9/10 candidate) and ability to obtain Trader Certification
Minimum Years of Experience: 1+ years
Thorough understanding of ETRADE 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 ETRADE 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

Responsibilities

Create a positive environment by motivating, encouraging, and engaging employees with fairness and integrity
Provide industry expertise to ensure goals are met and a high level of service is delivered to drive heightened customer experience
Research and resolve complex trade related issues
Effectively communicate issues related to the customer experience to associates, fellow supervisors and management in a timely manner
Set and manage team standards around attendance, performance metrics, and service quality

Benefits

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)
Short/Long Term Disability