Team Manager, Executive Relationship Management

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 environmentSet and manage team standards around attendance, performance metrics, and service qualityMust be focused on bottom line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experienceAbility to set and achieve stretch team goalsCan identify, recruit, develop and retain key talentSeek opportunities to grow business and drive sales by capitalizing on firm initiativesEnsure retention of participants through concierge-type comprehensive supportMust 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 salesUtilize independent decision-making skills to handle and resolve issuesAbility to work independentlyComputer literacy including familiarity with online services, PC skills, and technical resolution Ability to troubleshoot basic to advanced technical problemsExcellent organizational skills, with the ability to handle multiple tasksMinimum 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+ yearsPreferred Skills:Bachelor’s Degree PreferredProven ability to develop and execute a comprehensive business plan focused on growth, retention, and driving revenueDetailed understanding of the securities industry including equity compensation, trading (equity/derivatives), Mutual Funds/ETF’s, Bonds, wrap products, lendingAbility to attract & nurture talented individuals into a successful Sales & Support teamProven ability to resolve complex B2B challengesProven track record of coaching team membersAbility to create a team culture which drives urgency and a proactive approach to meeting client financial requirementsEvidence of strong leadership capabilities and previous supervisory experienceWHAT 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 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.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:Job Level:ProfessionalPosted Date:May 22, 2026ATS Job Description Test:Department:E*TRADE