Site Manager responsible for daily operations and staff management at Turtle, an electrical distribution leader. Ensuring quality standards and vendor performance in procurement and service.
About the role
- ATRM Team Manager developing relationships with highly active traders at Morgan Stanley. Providing coaching, oversight, and ensuring service standards meet goals.
Responsibilities
- Develop relationships with a book of highly active traders
- Provide coaching and support to team members
- Train, coach, motivate, and mentor ATRMs
- Create a positive environment by motivating and engaging employees
- Review and evaluate customer interactions
- Provide industry expertise to ensure goals are met
- Research and resolve complex trade-related issues
- Provide oversight and approvals for trade entry or transactional items
- Communicate issues related to the customer experience to management
Requirements
- Bachelor’s Degree preferred
- SIE, Series 7, 63, and 9/10 or equivalent
- 2+ years of experience
- Thorough understanding of E*TRADE policies and procedures
- Must have professional experience developing business with actively trading and/or affluent clients
- Thorough understanding of the securities industry including equity and option trading
- Strong decision-making skills
- Evidence of strong leadership capabilities and previous supervisory experience
- Strong skills in coaching and mentoring teams
- Excellent knowledge of compliance practices and proven track record working within industry and regulatory parameters
- Extensive knowledge of E*TRADE trading and customer account systems
- Proficient in Salesforce, MS Word, Excel, PowerPoint
Benefits
- Medical
- Prescription Drug
- Dental
- Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
- Other special perks reserved for employees
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Experience level
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Degree requirement
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