
Leading company in the financial services industry
Team Manager, Premier Relationship Management
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 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.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
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关于Morgan Stanley

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+
员工数
New York
总部位置
$150B
企业估值
评价
10条评价
4.1
10条评价
工作生活平衡
2.8
薪酬
4.2
企业文化
3.7
职业发展
4.1
管理层
2.9
75%
推荐率
优点
Great learning opportunities and experience
High salary and bonuses
Good team dynamics and supportive colleagues
缺点
Long hours during peak times
High stress and overwhelming environment
Work-life balance issues
薪资范围
6,221个数据点
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Analyst
49份报告
$109,250
年薪总额
基本工资
$95,000
股票
-
奖金
-
$73,554
$143,750
面试评价
6条评价
难度
3.2
/ 5
时长
21-35周
面试流程
1
Application Review
2
HR Screen/HireVue
3
Technical/Behavioral Interviews
4
Superday/Final Round
5
Onsite Interview
6
Offer Decision
常见问题
Technical Knowledge
Behavioral/STAR
Investment/Finance Concepts
Case Study
Culture Fit
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