Priority Team Lead at Morgan Stanley

Gilbert, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Feb, 26

Salary

0.0

Posted On

18 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Coaching, Client Experience, KPI Achievement, Policy Education, Client Escalation Resolution, Pipeline Management, Business Development, Marketing Skills, Technical Aptitude, Team Collaboration, Leadership, Compliance Knowledge, Problem Solving, MS Office Proficiency, Salesforce Proficiency

Industry

Financial Services

Description

Assists with coaching and support to help the team reach stated goals. 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 Required Education: Bachelor's Degree preferred Registrations: SIE, Series 7, Series 63 and ability to obtain Mass Registration Minimum Years of Experience: 1+ years 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 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. 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 Priority Team Lead assists with coaching and support to help the team reach stated goals and actively develops the team to deliver a high-quality client experience. They handle client escalations independently and assist Priority RMs with daily tasks and pipeline management.