Morgan Stanley · 2 days ago
Active Trader Team Lead
Sandy, UT
Full-time
Onsite
Mid, Senior Level
$68K/yr - $120K/yr
1+ years expMorgan Stanley is a leading global financial services firm, and they are seeking an Active Trader Team Lead to develop relationships with highly active traders. The role involves leading a team to ensure high service levels are met while providing education on advanced trading platforms and tools.
Asset ManagementFinanceFinancial ServicesLending
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
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
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-09
Benzinga.com
2026-01-09
Company data provided by crunchbase