Priority Team Lead jobs in United States
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E*TRADE from Morgan Stanley · 1 month ago

Priority Team Lead

positionGilbert, Arizona, United States of America
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
date1+ years exp

E*TRADE from Morgan Stanley is a financial services company seeking a Priority Team Lead to assist the Team Manager with daily operations and improve team performance. The role includes coaching Relationship Managers, resolving client escalations, and driving the team to meet performance goals.

BankingFinanceFinancial Services

Responsibilities

Actively develop the team to deliver a high-quality client experience
Provide coaching and support to the team to ensure achievement of core Key Performance Indicators (KPIs) and MS FA referral goals
Educate the team on changes in policies and procedures
Stay current with new products and services
Handle and resolve client escalations independently
Assist Priority RMs with daily tasks and pipeline management

Qualification

SIESeries 7Series 63SalesforceBusiness developmentClient relationship managementCompliance knowledgeMS WordMS ExcelMS PowerPointMarketing skillsLeadership

Required

Bachelor's Degree preferred
SIE, Series 7, Series 63 and ability to obtain Mass Registration
1+ years of experience

Preferred

Series 9/10 licenses & Trader Certification preferred
Possesses strong business development and marketing skills, with a drive to consistently achieve top results
Strong technical aptitude to navigate a variety of financial services and client relationship management (CRM) tools
Highly collaborative in a team-oriented environment
Ability to demonstrate positive initiative, leadership, and comfort working in a fast-paced environment
Proven track record in handling and resolving complex client issues
Demonstrates excellent knowledge of compliance practices with a proven ability to operate effectively within industry and regulatory parameters
Demonstrates self-confidence and the ability to maintain composure in difficult situations
Ability to work independently
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

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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
Executive Director, Creative Services
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Recent News

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Company data provided by crunchbase