Active Trader Team Lead jobs in United States
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E*TRADE from Morgan Stanley ยท 1 month ago

Active Trader Team Lead

positionSandy, Utah, United States of America
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$68K/yr - $120K/yr
date1+ years exp

E*TRADE from Morgan Stanley is seeking an Active Trader Team Lead to oversee the Active Trader Relationship Manager team. The role focuses on developing relationships with active traders, providing education on trading platforms, and ensuring high levels of service and performance metrics are met.

BankingFinanceFinancial Services

Responsibilities

Create a positive environment by motivating, encouraging, and engaging employees with fairness and integrity
Provide industry expertise to ensure goals are met and a high level of service is delivered to drive heightened customer experience
Research and resolve complex trade related issues
Effectively communicate issues related to the customer experience to associates, fellow supervisors and management in a timely manner
Set and manage team standards around attendance, performance metrics, and service quality

Qualification

SIE certificationSeries 7 certificationSeries 63 certificationSeries 9/10 certificationE*TRADE trading knowledgeSecurities industry knowledgeSalesforce proficiencyCoachingMentoringLeadership skillsOrganizational skillsCommunication skillsProblem-solving skills

Required

Bachelor's Degree preferred
SIE, Series 7, 63, and 9/10 (or Series 9/10 candidate) and ability to obtain Trader Certification
1+ years of experience

Preferred

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 clients
Thorough understanding of the securities industry including equity and option trading
Utilize independent decision-making skills to handle and resolve issues. Ability to work independently
Evidence of strong leadership capabilities and previous supervisory experience
Possess strong skills in coaching and mentoring teams to enhance performance and deliver against KPIs
Excellent knowledge of compliance practices and proven track record working within industry and regulatory parameters
Proven track record in handling and resolving complex client issues
Ability to troubleshoot basic to advanced technical problems
Excellent organizational skills, with the ability to handle multiple tasks
Extensive knowledge of E*TRADE trading and customer account systems
Proficient in Salesforce, MS Word, Excel, PowerPoint
Outstanding oral and written communication
Must be able to remain composed, professional and maintain control in high-pressure or volatile environments

Benefits

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)
Short/Long Term Disability

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
dateFounded in 1982
location
Arlington, Virginia, USA
people-size1001-5000 employees
web-link
https://us.etrade.com/home

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Director and Customer Marketing
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Company data provided by crunchbase