
Leading company in the financial services industry
Premier Team Manager
必須スキル
Excel
Salesforce
The Premier 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
Minimum Qualifications:
- 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
Preferred Skills:
- 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
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 that’s differentiated – and we’ve 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 - 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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Morgan Stanleyについて

Morgan Stanley
PublicMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City.
10,001+
従業員数
New York
本社所在地
$150B
企業価値
レビュー
10件のレビュー
4.1
10件のレビュー
ワークライフバランス
2.8
報酬
4.2
企業文化
3.7
キャリア
4.1
経営陣
2.9
75%
知人への推奨率
良い点
Great learning opportunities and experience
High salary and bonuses
Good team dynamics and supportive colleagues
改善点
Long hours during peak times
High stress and overwhelming environment
Work-life balance issues
給与レンジ
6,221件のデータ
Junior/L3
Director
Junior/L3 · Operations Analyst
441件のレポート
$83,240
年収総額
基本給
$76,802
ストック
-
ボーナス
$6,438
$60,778
$115,186
面接レビュー
レビュー6件
難易度
3.2
/ 5
期間
21-35週間
面接プロセス
1
Application Review
2
HR Screen/HireVue
3
Technical/Behavioral Interviews
4
Superday/Final Round
5
Onsite Interview
6
Offer Decision
よくある質問
Technical Knowledge
Behavioral/STAR
Investment/Finance Concepts
Case Study
Culture Fit
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