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)
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