Job Description:

In this role, the Team Manager will be expected to hold team members accountable for the service, sales, and relationship management delivered to stock plan participants. The Team Manager will be expected to delegate responsibilities 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 be able to remain calm, professional and in control in a volatile business environment

Set and manage team standards around attendance, performance metrics, and service quality

Must be focused on bottom line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experience

Ability to set and achieve stretch team goals

Can identify, recruit, develop and retain key talent

Seek opportunities to grow business and drive sales by capitalizing on firm initiatives

Ensure retention of participants through concierge-type comprehensive support

Must be dedicated to exceeding the expectations and must have outstanding oral communication, inter-personal and written communication skills. This will be necessary to provide a superior level of service, satisfaction, and to successfully close sales

Utilize independent decision-making skills to handle and resolve issues

Ability to work independently

Computer literacy including familiarity with online services, PC skills, and technical resolution Ability to troubleshoot basic to advanced technical problems

Excellent organizational skills, with the ability to handle multiple tasks

Minimum Qualifications:

Registrations: SIE, Series 7, Series 63 OR 66, Series 9/10 or 4/24/53 and ability to obtain Mass Registration & Trader Certification.

Minimum Years of Industry Experience: 5+ years

Preferred Skills:

Bachelor's Degree Preferred

Proven ability to develop and execute a comprehensive business plan focused on growth, retention, and driving revenue

Detailed understanding of the securities industry including equity compensation, trading (equity/derivatives), Mutual Funds/ETF's, Bonds, wrap products, lending

Ability to attract & nurture talented individuals into a successful Sales & Support team

Proven ability to resolve complex B2B challenges

Proven track record of coaching team members

Ability to create a team culture which drives urgency and a proactive approach to meeting client financial requirements

Evidence of strong leadership capabilities and previous supervisory experience

For Colorado:

Salary range for the position: $85,000.00 and $140,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.