JobMesh

Team Manager, Premier Relationship Management

Morgan Stanley · US

The Premier Team Manager will be expected to hold team members accountable for the service and relationship management delivered to both existing and prospec...

Job description

The Premier Team Manager will be expected to hold team members accountable for the service and relationship management delivered to both existing and prospective clients. The Team Manager will provide coaching and support that lend 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, work with line of business management in coordinating team meetings, compliance training and preparation of performance reviews. Role Responsibilities: - Must focus on bottom line performance and constantly look for ways to improve overall performance and client satisfaction along with the end-to-end client experience. - Support RMs in meeting core Key Performance Indicators (KPIs) and Morgan Stanley Financial Advisor referral goals - Must be able to remain composed, professional and maintain control in high-pressure or volatile environments - Develop a thorough understanding of all Morgan Stanley products and services while coaching the team to deliver the firm to our high priority clients - Can identify, recruit, develop and retain key talent - Utilize independent decision-ma...