Team Manager - Workplace Solutions Group

Team Manager - Workplace Solutions Group

Job Number : 3250290

3250290

Posting Date

Jun 5, 2024

Primary Location

Americas-United States of America-Arizona-GilbertEducation Level : Refer to Position Description

Wealth ManagementEmployment Type : Full TimeJob Level : Assistant Vice President

Description

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.

This department provides service support to participants with inquiries related to their employer stock benefit plans including assistance with transactions as well as education & guidance on wealth management products and services.

Participant access to 24 / 5 live support with dedicated multi-lingual service coverage.

The Team Manager Workplace Solutions Group will be responsible for managing and leading a team of Financial Service Professionals.

A successful Team Manager will handle individual and integrated Service Professional coaching and the development of his or her Service Professionals.

In this role, the Team Manager will be expected to hold team members accountable for the service delivered to stock plan participants and will be expected to delegate responsibilities that lend to the career growth of the team.

Additionally, the Team Manager will oversee the team members and assure they meet targets for daily, weekly, monthly, and annual service level obligation;

work with line of business management in coordinating team meetings, compliance training and preparation of performance reviews.

Key Responsibilities :

• Will lead multiple projects and teams. Candidate must be a strong leader with the ability to implement improvement and drive change within the organization
• Ability to identify complex risks early and develop actionable mitigation plans
• Concisely explain complex issues to audiences of varying seniority. The candidate must also possess strong written and oral executive-level communications skills
• Ability in being flexible and working with stakeholders and colleagues at all experience levels
• Create practical and comprehensive implementation plans and partner with all levels of management and stakeholders to gain consensus.

Experience of managing multiple projects or engagements and their associated budgets is essential

Qualifications

Required Qualifications :

• 3 years minimum of work experience within the Financial Management industry
• Required Licenses :

oSeries 7

oSeries 66 (OR Series 63 and 65) OR Series 63

oSeries 9 and Series 10

1 year experience in team management, team lead or direct report experience required

Preferred Qualifications

Experience in a high-volume call center

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.

Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools.

We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).