Priority Team Lead jobs in United States
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Morgan Stanley · 2 days ago

Priority Team Lead

positionSandy, UT
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
date1+ years exp

Morgan Stanley is a leading financial services firm committed to excellence. The Priority Team Lead position involves assisting the Team Manager with daily duties, coaching Relationship Managers, and resolving client escalations to ensure a high-quality client experience.

Asset ManagementFinanceFinancial ServicesLending
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H1B Sponsor Likelynote

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 63Series 9/10 licensesTrader CertificationCRM toolsMS WordMS ExcelMS PowerPointSalesforceBusiness developmentMarketing skillsCompliance practicesSelf-confidenceIndependenceLeadershipProblem-solvingTeam collaborationPositive initiative

Required

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

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

Morgan Stanley

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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
dateFounded in 1935
location
New York, New York, USA
people-size10001+ employees
web-link
http://www.morganstanley.com

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 Company
Total Funding
unknown
1997-02-05IPO

Leadership Team

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James Gorman
Chairman and CEO
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Ted Pick
Chief Executive Officer (CEO)

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