Morgan Stanley
As the team manager you will work with the FAs and Service professionals to develop and practice phone skills, ability to handle client service items, and develop and practice the skills to help them be successful in their career at MSVA. You will also be engaged in hiring, coaching and retaining talent while managing risk and driving revenue growth. Doing these things consistently is a part of being an effective leader in this organization. The successful leader will create a climate where their team is motivated to do their best, hold themselves and their team accountable to meeting commitments and consistently achieving results, and anticipates client needs and prioritizes work accordingly to meet contact center service levels. Leaders also have the opportunity to influence and lead change within this growing organization. The Team Manager reports to the Sales Director.
Responsibilities
- Maintains the highest ethical standard and delivers client solutions that add value and build lasting relationships
- Does not compromise on hiring high quality candidates
- Develops Financial Advisors through coaching, feedback, exposure, and stretch assignments
- Drive results and accountability by fostering a sense of urgency in the team for reaching goals and meeting deadlines
- Can identify trends in the call center
- Identifies areas of business growth and opportunity to better serve client financial needs
- Establishes and maintains effective Morgan Stanley Virtual Advisor partnerships
- Establishes a thorough understanding of the Firm’s products to provide support and direction to their team to drive FA performance
- Works with HR and Legal to manage employee relation issues
- Assists in regulatory, legal and compliance issues related to their team members which may include review of recorded calls, assigned reports
- You will be expected to thoroughly understand all Morgan Stanley systems and comply with all Morgan Stanley policies and procedures
Required Qualifications
- Any experience in a leadership role such as as manager, supervisor or team lead where you trained, mentored or coached team members.
- 2 years of call center experience
- Licenses and Registrations:
- Active Series 7
- Series 66 (or 63 and 65)
- Series 9 / 10 (or 8)
- Ability and willingness to obtain other licenses as determined by management
Preferred Qualifications
- 3 years of experience managing employees / team in the financial services industry
- Bachelor’s degree
- Contact center related experience within financial services
- Sales or Sales Leadership experience
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, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
keywords: sales, leadership, contact center, call center, financial services, Series 7, Series 9 / 10, Series 66, licensed
Posting Date
Jan 20, 2023
Primary Location
Americas-United States of America-Georgia-Alpharetta
Other Locations
Americas-United States of America-Georgia-Alpharetta
Education Level
Refer to Position Description
Job
Wealth Management
Employment Type
Full Time
Job Level
Vice President
To apply for this job please visit ms.taleo.net.