Active Trader Team Manager at Morgan Stanley

Sandy, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Feb, 26

Salary

140000.0

Posted On

26 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Leadership, Coaching, Mentoring, Customer Service, Trade Resolution, Communication, Organizational Skills, Technical Troubleshooting, Compliance Practices, Performance Metrics, E*TRADE Systems, Salesforce, Excel, PowerPoint, Decision-Making, Team Management

Industry

Financial Services

Description

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 Required Education: Bachelor's Degree preferred Registrations: SIE, Series 7, 63, and 9/10 or equivalent and ability to obtain Trader Certification Minimum Years of Experience: 2+ years 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 Utilize independent decision-making skills to handle and resolve issues 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 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. 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 Chicago: Salary range for the position: $85,000 - $140,000 Yr. 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. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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.

Responsibilities

The Active Trader Team Manager is responsible for training and mentoring team members while ensuring a positive work environment. They will also evaluate customer interactions and provide feedback to enhance service quality and customer experience.