Financial Services Team Manager* at Morgan Stanley

| Salt Lake City, UT
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Our Department:

Provides service support to participants with inquiries related to their employer stock benefit plans including assistance with transactions as well as education & guidance on wealth management products and services. Participant access to 24 / 5 live support with dedicated multi-lingual service coverage.

Position Summary:

Ideally you will have an active FINRA Series 7, 66 (or 63 and 65), 9/10 for this role, if you only hold FINRA Series 7 we would be happy to support you on other licences required.

You will Manage and lead a team of Financial Service Professionals. A successful Team Manager will handle individual and integrated Service Professional coaching and the development of his or her Service Professionals. In this role, the Team Manager will be expected to hold team members accountable for the service delivered to stock plan participants and will be expected to delegate responsibilities that lend to the career growth of the team. Additionally, the Team Manager will oversee the team members and assure they meet targets for daily, weekly, monthly, and annual service level obligation; work with line of business management in coordinating team meetings, compliance training and preparation of performance reviews.

Your Skills:

Leadership skills: The candidate must have experience leading multiple projects and teams. Candidate must be a strong leader with the ability to implement improvement and drive change within the organization

Problem solving skills: The candidate must have the ability to identify complex risks early and develop actionable mitigation plan

Communications skills: The candidate must be able to concisely explain complex issues to audiences of varying seniority. The candidate must also possess strong written and oral executive-level communications skill

Client management and teamwork skills: The candidate must have demonstrated ability in being flexible and working with stakeholders and colleagues at all experience level

Project management skills: The candidate must have the ability to create practical and comprehensive implementation plans and partner with all levels of management and stakeholders to gain consensus. Experience of managing multiple projects or engagements and their associated budgets is essential


Your Education and Certification:

  • Active FINRA Series 7, 66 (or 63 and 65), 9/10 required
  • Bachelor's degree or related experience required
  • Master's degree or advanced degree preferred

About Us:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
More Information on Morgan Stanley
Morgan Stanley operates in the Financial Services industry. The company is located in Rochester, NY, New York, NY, Purchase, NY, Conshohocken, PA, Baltimore, MD, Richmond, VA, Westlake, OH, Beavercreek, OH, Tampa, FL, Kansas City, MO, Omaha, NE, New York, NY, San Francisco, CA and San Francisco, CA. Morgan Stanley was founded in 2022. It has 87899 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 423 open jobs at Morgan Stanley, click here.
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