Priority Team Manager

Morgan Stanley•Sandy, UT

10d

About The Position

The Priority Team Manager will be expected to hold team members accountable for the service and relationship management delivered to both existing and prospective clients. The Team Manager will provide coaching and support 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 focus on bottom line performance and constantly look for ways to improve overall performance and client satisfaction along with the end-to-end client experience. Support RMs in meeting core Key Performance Indicators (KPIs) and Morgan Stanley Financial Advisor referral goals Must be able to remain composed, professional and maintain control in high-pressure or volatile environments Develop a thorough understanding of all Morgan Stanley products and services while coaching the team to deliver the firm to our high priority clients Can identify, recruit, develop and retain key talent Utilize independent decision-making skills to handle and resolve issues Set and manage team standards around attendance, performance metrics, and service quality Partner with key stakeholders and varying levels of leadership to provide feedback and develop strategies for goal attainment

Requirements

Registrations: SIE, Series 7, Series 63, Series 9/10 or equivalent and ability to obtain Mass Registration & Trader Certification
Minimum Years of Experience: 2+ years

Nice To Haves

Education: Bachelor’s Degree preferred
Evidence of strong leadership capabilities and previous supervisory experience
Ability to attract and nurture talented individuals into a successful relationship management organization
Proven track record in handling and resolving complex client issues
Excellent knowledge of compliance practices and proven track record working within industry and regulatory parameters
Possess strong skills in coaching and mentoring teams to enhance performance and deliver against KPIs
Ability to work independently
Outstanding oral and written communication skills
Excellent organizational skills, with the ability to handle multiple tasks
Proficient in MS Word, Excel, PowerPoint, and Salesforce

Responsibilities

hold team members accountable for the service and relationship management delivered to both existing and prospective clients
provide coaching and support that lend to the career growth of the team
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
focus on bottom line performance and constantly look for ways to improve overall performance and client satisfaction along with the end-to-end client experience
support RMs in meeting core Key Performance Indicators (KPIs) and Morgan Stanley Financial Advisor referral goals
remain composed, professional and maintain control in high-pressure or volatile environments
develop a thorough understanding of all Morgan Stanley products and services while coaching the team to deliver the firm to our high priority clients
identify, recruit, develop and retain key talent
utilize independent decision-making skills to handle and resolve issues
set and manage team standards around attendance, performance metrics, and service quality
partner with key stakeholders and varying levels of leadership to provide feedback and develop strategies for goal attainment