Overview
The Active Trader Relationship Manager (ATRM) will be responsible for the retention and growth of ETRADE's Active Trader client segment. ATRMs focus on deepening relationships through frequent and proactive outreach catered to clients’ trading needs, goals and objectives. The ATRM team is skilled in sophisticated trading strategies, utilizing margin and options PET platforms, and is responsible for delivering a best-in-class experience to their book of clients. Responsibilities
Provide tailored education and trading support on margin treatment, strategy employment, and risk management Proactive outreach to inform clients of open margin calls, ITM options on day of expiration, and quarterly relationship development calls Grow Active Trader segment by uncovering outside assets and overseeing the onboarding journey Customized PET platform demos Comprehensive support including product education, trade facilitation and asset gathering Exhibit critical thinking and problem solving to address client issues and questions Act as a liaison between internal support teams to ensure client service needs are met timely Demonstrate understanding of all ETRADE & Morgan Stanley products/services and identify opportunities to maximize firm value Focus on bottom-line performance and continuously seek ways to improve overall performance, sales, customer satisfaction, and the customer experience Priority review on workflow requests and operational items Skills
Thorough understanding of the securities industry including equity, margin, and option trading Excellent organizational skills with the ability to handle multiple tasks Ability to work flexible shift assignments Ability to remain calm, professional, and in control in a volatile business environment Dedication to exceeding client expectations, strong drive to excel, and outstanding oral/written communication skills Independent decision-making skills to handle and resolve issues Minimum Qualifications
Registrations: SIE, Series 7, Series 63, Mass Registration, Trader Certification Minimum Years of Experience: 1+ years Preferred Qualifications
Bachelor’s Degree preferred What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. You’ll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive benefits in the industry. There’s also ample opportunity to move within the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. For Illinois
Salary range for the position: $65,000.00 to $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and other 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), and Short/Long Term Disability, in addition to other perks. Please visit mybenefits.morganstanley.com to learn more about our benefits. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce. Our policy ensures equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, transgender status, sexual orientation, national origin, citizenship, disability, marital or civil partnership status, pregnancy, veteran status, genetic information, or any other characteristic protected by law.
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The Active Trader Relationship Manager (ATRM) will be responsible for the retention and growth of ETRADE's Active Trader client segment. ATRMs focus on deepening relationships through frequent and proactive outreach catered to clients’ trading needs, goals and objectives. The ATRM team is skilled in sophisticated trading strategies, utilizing margin and options PET platforms, and is responsible for delivering a best-in-class experience to their book of clients. Responsibilities
Provide tailored education and trading support on margin treatment, strategy employment, and risk management Proactive outreach to inform clients of open margin calls, ITM options on day of expiration, and quarterly relationship development calls Grow Active Trader segment by uncovering outside assets and overseeing the onboarding journey Customized PET platform demos Comprehensive support including product education, trade facilitation and asset gathering Exhibit critical thinking and problem solving to address client issues and questions Act as a liaison between internal support teams to ensure client service needs are met timely Demonstrate understanding of all ETRADE & Morgan Stanley products/services and identify opportunities to maximize firm value Focus on bottom-line performance and continuously seek ways to improve overall performance, sales, customer satisfaction, and the customer experience Priority review on workflow requests and operational items Skills
Thorough understanding of the securities industry including equity, margin, and option trading Excellent organizational skills with the ability to handle multiple tasks Ability to work flexible shift assignments Ability to remain calm, professional, and in control in a volatile business environment Dedication to exceeding client expectations, strong drive to excel, and outstanding oral/written communication skills Independent decision-making skills to handle and resolve issues Minimum Qualifications
Registrations: SIE, Series 7, Series 63, Mass Registration, Trader Certification Minimum Years of Experience: 1+ years Preferred Qualifications
Bachelor’s Degree preferred What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. You’ll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive benefits in the industry. There’s also ample opportunity to move within the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. For Illinois
Salary range for the position: $65,000.00 to $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and other 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), and Short/Long Term Disability, in addition to other perks. Please visit mybenefits.morganstanley.com to learn more about our benefits. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce. Our policy ensures equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, transgender status, sexual orientation, national origin, citizenship, disability, marital or civil partnership status, pregnancy, veteran status, genetic information, or any other characteristic protected by law.
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