Hybrid Active Trader Team Manager

Posted 10 hours ago

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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

Job title

Active Trader Team Manager

Job type

Experience level

JuniorMid level

Salary

$85,000 - $140,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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