Priority Team Lead

Morgan Stanley • Sandy, UT

4d

About The Position

The Priority Team Lead position assists the Team Manager with daily duties including handling and resolving escalations, monitoring, and coaching Relationship Managers (RMs) on client interactions, job performance, and executing on delegated projects. Assists with coaching and support to help the team reach stated goals. Utilizes independent decision-making skills to resolve issues and identify areas for process improvement.

Requirements

• Required Education: Bachelor’s Degree preferred
• Registrations: SIE, Series 7, Series 63 and ability to obtain Mass Registration
• Minimum Years of Experience: 1+ years
• Proficient in MS Word, Excel, PowerPoint, and Salesforce

Nice To Haves

• Series 9/10 licenses & Trader Certification preferred
• Possesses strong business development and marketing skills, with a drive to consistently achieve top results
• Strong technical aptitude to navigate a variety of financial services and client relationship management (CRM) tools
• Highly collaborative in a team-oriented environment
• Ability to demonstrate positive initiative, leadership, and comfort working in a fast-paced environment
• Proven track record in handling and resolving complex client issues
• Demonstrates excellent knowledge of compliance practices with a proven ability to operate effectively within industry and regulatory parameters
• Demonstrates self-confidence and the ability to maintain composure in difficult situations
• Ability to work independently

Responsibilities

• Actively develop the team to deliver a high-quality client experience
• Provide coaching and support to the team to ensure achievement of core Key Performance Indicators (KPIs) and MS FA referral goals
• Educate the team on changes in policies and procedures
• Stay current with new products and services
• Handle and resolve client escalations independently
• Assist Priority RMs with daily tasks and pipeline management

Benefits

• We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees