Active Trader Relationship Manager at Morgan Stanley

Sandy, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Apr, 26

Salary

110000.0

Posted On

16 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Securities Industry, Equity Trading, Margin Trading, Option Trading, Organizational Skills, Communication Skills, Problem Solving, Client Relationship Management, Risk Management, Trading Support, Education, Critical Thinking, Decision Making, Customer Satisfaction, Sales, Performance Improvement

Industry

Financial Services

Description

The Active Trader Relationship Manager (ATRM) will be responsible for the retention and growth of ETRADE's Active Trader client segment. ATRM’s will focus on deepening relationships through frequent and proactive outreach catered to client’s unique trading needs, goals and objectives. The ATRM team is highly skilled in sophisticated trading strategies, utilizing margin, options PET platforms and is responsible for delivering a best-in-class experience to their book of clients. Role Responsibilities: Provide tailored education and trading support on margin treatment, strategy employment, and risk management Proactive outreach to make clients aware of open margin calls, ITM options on day of expiration, 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 / problem solving skills to address client issues and questions Act as a liaison between internal support teams to ensure our client’s service needs are met timely Demonstrate a thorough understanding of all ETRADE & Morgan Stanley products / services and be responsible for identifying opportunities to maximize all aspects of the firm Focus on the bottom-line performance and constantly look at ways to improve overall performance, sales, customer satisfaction and the entire customer experience Priority review on workflow requests, 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 Must be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication skills Utilize 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 - aren’t just beliefs, they 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. At Morgan Stanley, 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 their 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 employee benefits and perks in the industry. There’s also ample opportunity to move about 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 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also 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 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), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Responsibilities

The Active Trader Relationship Manager is responsible for retaining and growing ETRADE's Active Trader client segment through proactive outreach and tailored support. They will provide education on trading strategies and act as a liaison to ensure client service needs are met.