Team Manager, Active Trader Relationship Management
Morgan Stanley, Tampa, FL, United States
Position Summary
The Active Trader Relationship Manager (ATRM) team is responsible for developing relationships with a book of highly active traders through increased client engagement and by providing education on E*TRADE’s full suite of advanced active trader platforms, tools and services. The ATRM Manager must have the unique skill set and traits of an ATRM and a proven track record of effective leadership and heightened performance across the organization. The ideal candidate will have a unique combination of comprehensive trading knowledge and a commitment to the highest levels of service, along with a thorough understanding of the processes and procedural landscape presented to team members and customers alike. The ATRM Team Manager will be expected to hold team members accountable for the service and relationship management delivered to both book clients and prospective clients. The Team Manager will provide coaching and support that lends to the career growth of the team. Additionally, the Team Manager will oversee team members and assure they meet targets for daily, weekly, monthly, and annual performance metrics, working with line of business management in coordinating team meetings, compliance training, and preparation of performance reviews.
Role Responsibilities
Train, coach, motivate, and mentor ATRMs while providing checkpoints, milestones, and development plans as needed to meet core Key Performance Indicators
Create a positive environment by motivating, encouraging, and engaging employees with fairness and integrity
Review and evaluate customer interactions, providing feedback to drive improvement and quality, as well as identifying areas of strength or in need of improvement
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
Provide oversight and ad hoc approvals for trade entry or other transactional items in client accounts
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
Partner with key stakeholders and varying levels of leadership to provide feedback and develop strategies for goal attainment
Minimum Qualifications
Required Education: Bachelor’s Degree preferred
Registrations: SIE, Series 7, 63, and 9/10 or equivalent and ability to obtain Trader Certification (9/10 must be obtained within 180 days of hire)
Minimum Years of Experience: 2+ years
Preferred Skills
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
Equal Opportunity Employer Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
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Role Responsibilities
Train, coach, motivate, and mentor ATRMs while providing checkpoints, milestones, and development plans as needed to meet core Key Performance Indicators
Create a positive environment by motivating, encouraging, and engaging employees with fairness and integrity
Review and evaluate customer interactions, providing feedback to drive improvement and quality, as well as identifying areas of strength or in need of improvement
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
Provide oversight and ad hoc approvals for trade entry or other transactional items in client accounts
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
Partner with key stakeholders and varying levels of leadership to provide feedback and develop strategies for goal attainment
Minimum Qualifications
Required Education: Bachelor’s Degree preferred
Registrations: SIE, Series 7, 63, and 9/10 or equivalent and ability to obtain Trader Certification (9/10 must be obtained within 180 days of hire)
Minimum Years of Experience: 2+ years
Preferred Skills
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
Equal Opportunity Employer Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
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