Job 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.

Position Summary:

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.

Role Differentiators:

Managers are responsible to drive performance, handle HR matters, and coach Participant Relationship Managers (PRMs) to results. Support both domestic and international equity compensation plans designed by corporate clients for Morgan Stanley at Work (MSAW). Proactive service outbound program centered around participant journey touch points (e.g., merger/acquisition, upcoming vest, recently separated, cash balance from stock plan sale). Highly specialized skill set to support multiple platforms for MSAW participants.

Role Responsibilities:

Manage, coach, and guide a team of PRMs - driving opportunities for and championing the professional development of team members. Set and manage team standards around attendance, performance metrics, and service quality. Support PRMs in meeting core KPIs and referral goals. Actively seek opportunities to improve service levels, prioritizing the delivery of world-class service to all participants; take a proactive approach in contributing to the success of the team through process improvement and information sharing. Lead and manage multiple projects, teams, budgets-determining opportunities for improvement and creating practical and comprehensive implementation plans to drive change across the organization. Identify complex risks early and develop actionable mitigation plans. Partner with varying levels of management and stakeholders to concisely explain complex issues and garner leadership support.

Minimum Qualifications:

Required Education: Bachelor's Degree preferred. Registrations: SIE, Series 7, Series 63, Mass Registration, Trader Certification, Series 9/10. Minimum Years of Experience: 2+ years.

Preferred Skills:

Broad understanding of the Financial Services Industry. Excellent communication skills; strong written and oral executive-level communications skills. Experience managing multiple projects and timelines and their associated budgets at once, ability to multitask and manage time effectively. Exceptional problem-solving skills an attention to detail. Continuously seeks to improve the delivery of service. Experience with coaching and the professional development of others. Embraces the Firm's core values.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.


To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-officesinto your browser.


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).