Morgan Stanley

Team Manager, Premier Relationship Management

Morgan Stanley$90K — $120K *
Sandy, UT 84092In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Registrations: SIE, Series 7, Series 63, Series 9/10 or equivalent with ability to obtain Mass Registration & Trader Certification
  • 2+ years of relevant experience
  • Legally authorized to work in the United States without requiring future visa sponsorship
  • Bachelor's Degree preferred
  • Strong leadership capabilities and supervisory experience

Responsibilities

  • Focus on enhancing bottom line performance and client satisfaction
  • Support Relationship Managers in achieving Key Performance Indicators (KPIs) and referral goals
  • Maintain professionalism in high-pressure situations
  • Understand Morgan Stanley products to coach the team effectively
  • Identify, recruit, and retain top talent
  • Make independent decisions to resolve issues
  • Set and uphold team standards for performance and service quality
  • Collaborate with stakeholders to develop goal attainment strategies

Benefits

  • Career growth support through coaching and mentoring
  • Opportunities to develop talent within a relationship management organization
  • Exposure to a globally recognized firm with a strong reputation
  • Comprehensive training programs to enhance compliance knowledge and skills
  • Work within an environment that encourages independent decision-making
Full Job Description
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
  • To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.


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


To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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