Sr. Manager, Active Trader Relationship Management

The Active Trader Relationship Manager (ATRM) organization is responsible for developing and deepening relationships with a book of highly active traders through increased client engagement and education on E*TRADE’s full suite of advanced active trader platforms, tools, and services.The ATRM, Sr. Manager is a senior people leader responsible for the overall performance, risk management, and strategic execution of the Active Trader Relationship Management department. This role leads ATRM Team Managers and is accountable for consistent delivery of a high-quality client experience, strong business outcomes (retention, acquisition, and engagement), and a culture of coaching, development, and operational excellence. The ideal candidate combines deep trading and active trader platform knowledge with proven multi-level leadership, strong judgment, and the ability to drive performance through managers while operating effectively across partners (e.g., Compliance, Risk, Operations, Product, and other lines of business).Role Responsibilities Lead, coach, and develop ATRM Team Managers, ensuring consistent expectations, coaching standards, and performance management across teamsEstablish a strong talent pipeline (hiring, onboarding, readiness, succession planning) and ensure role clarity and capacity planning across the departmentCreate and sustain a positive, inclusive environment by motivating, encouraging, and engaging leaders and employees with fairness and integrityEnsure consistent career development practices, including calibration, promotion readiness, and targeted development plans for managers and ATRMsBusiness Performance & Operating RhythmOwn department-level performance against daily/weekly/monthly/annual KPIs (e.g., engagement, retention, acquisition, service quality, productivity, and risk outcomes)Set targets and translate business priorities into execution plans for Team Managers; monitor results and course-correct quicklyEnsure a consistently high-quality client experience across all teams by setting standards for relationship management, education, and platform/tool guidanceOversee quality assurance practices (interaction reviews, coaching frameworks, and remediation plans) and ensure improvements are sustainedServe as an escalation leader for complex client situations and trade-related issues, ensuring timely resolution and appropriate risk controlsEnsure adherence to supervisory expectations, policies, and procedures; partner with Compliance/Risk to maintain a strong control environmentCross-Functional Partnership & Continuous ImprovementPartner with line of business leadership and key stakeholders to coordinate team meetings, communications, compliance training, and performance review processesCollaborate with Product/Platform, Operations, and other partners to improve tools, workflows, and client-facing processes impacting active tradersMinimum QualificationsEducation: Bachelor’s Degree preferredRegistrations: SIE, Trader Certification, Series 7, 63 and 9/10 (or equivalent)Experience: 5+ years relevant experience, including 2+ years leading leaders (managers/supervisors) preferredTo 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: Thorough understanding of E*TRADE policies and procedures.Must have professional experience developing business as well as establishing relationships with actively trading and/or affluent clientsThorough understanding of the securities industry including equity and option trading.Utilize independent decision-making skills to handle and resolve issues. Ability to work independentlyEvidence of strong leadership capabilities and previous supervisory experiencePossess strong skills in coaching and mentoring teams to enhance performance and deliver against KPIsExcellent knowledge of compliance practices and proven track record working within industry and regulatory parametersUtilize independent decision-making skills to handle and resolve issuesProven track record in handling and resolving complex client issuesAbility to troubleshoot basic to advanced technical problemsExcellent organizational skills, with the ability to handle multiple tasksExtensive knowledge of E*TRADE trading and customer account systemsProficient in Salesforce, MS Word, Excel, PowerPointOutstanding oral and written communicationMust be able to remain composed, professional and maintain control in high-pressure or volatile environmentsWHAT 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 into your browser.For New Jersey:Salary range for the position: $110,000.00 and $190,000.00 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.For Illinois:Salary range for the position: $110,000.00 and $190,000.00 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.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: .Employment Type:Full timeJob Level:Vice PresidentPosted Date:May 27, 2026ATS Job Description Test:Department:E*TRADE