E*TRADE from Morgan Stanley · 1 month ago
Priority Team Manager
Sandy, Utah, United States of America
Full-time
Onsite
Entry, Mid Level
2+ years expE*TRADE from Morgan Stanley is a leading financial services firm committed to client service and excellence. The Priority Team Manager will oversee team members, ensuring they meet performance metrics while providing coaching and support for career growth, ultimately enhancing client satisfaction and the overall client experience.
BankingFinanceFinancial Services
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
Qualification
Required
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
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
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Director and Customer Marketing
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase