Talent.com
Active Trader Team Lead
Active Trader Team LeadMorgan Stanley • Chicago, IL, US
Active Trader Team Lead

Active Trader Team Lead

Morgan Stanley • Chicago, IL, US
1 day ago
Job type
  • Full-time
Job description

Active Trader Relationship Manager (ATRM) Team Lead

The Active Trader Relationship Manager (ATRM) Team is responsible for developing relationships with a book of highly active traders through increased client engagement and by providing education on E

  • TRADE's full suite of advanced active trader platforms, tools and services.

The ATRM Team Lead must have the unique skill set and traits of an ATRM and a proven track record of effective leadership and heightened performance across the organization. The ideal candidate will have a unique combination of a comprehensive trading knowledge and a commitment to the highest levels of service, along with a thorough understanding of the processes and procedural landscape presented to team members and customers alike.

The ATRM Team Lead will be expected to hold team members accountable for the service and relationship management delivered to both book clients and prospective clients. The Team Lead will provide coaching and support that lend to the career growth of the team. Additionally, the Team Lead will oversee team members and assure they meet targets for daily, weekly, monthly, and annual performance metrics, work with line of business management in coordinating team meetings, compliance training and preparation of performance reviews.

Role Responsibilities :

  • Create a positive environment by motivating, encouraging, and engaging employees with fairness and integrity
  • Provide industry expertise to ensure goals are met and a high level of service is delivered to drive heightened customer experience
  • Research and resolve complex trade related issues
  • Effectively communicate issues related to the customer experience to associates, fellow supervisors and management in a timely manner
  • Set and manage team standards around attendance, performance metrics, and service quality
  • Minimum Qualifications :

  • Required Education : Bachelor's Degree preferred
  • Registrations : SIE, Series 7, 63, and 9 / 10 (or Series 9 / 10 candidate) and ability to obtain Trader Certification
  • Minimum Years of Experience : 1+ years
  • Preferred Skills :

  • Thorough understanding of E
  • TRADE policies and procedures
  • Must have professional experience developing business as well as establishing relationships with actively trading and / or affluent clients
  • Thorough understanding of the securities industry including equity and option trading
  • Utilize independent decision-making skills to handle and resolve issues. Ability to work independently
  • Evidence of strong leadership capabilities and previous supervisory experience
  • Possess strong skills in coaching and mentoring teams to enhance performance and deliver against KPIs
  • Excellent knowledge of compliance practices and proven track record working within industry and regulatory parameters
  • Utilize independent decision-making skills to handle and resolve issues
  • Proven track record in handling and resolving complex client issues
  • Ability to troubleshoot basic to advanced technical problems.
  • Excellent organizational skills, with the ability to handle multiple tasks
  • Extensive knowledge of E
  • TRADE trading and customer account systems
  • Proficient in Salesforce, MS Word, Excel, PowerPoint
  • Outstanding oral and written communication
  • Must be able to remain composed, professional and maintain control in high-pressure or volatile environments
  • 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.

    Create a job alert for this search

    Team Lead • Chicago, IL, US

    Related jobs
    Trader

    Trader

    Maven Securities US Limited • Chicago, IL, United States
    Full-time
    Trader (Chicago, IL) : Monitor the risk exposures that result from the activity of each relevant trading desk & adjust volatility parameters as required to ensure that the company's pricing is in li...Show more
    Last updated: 30+ days ago • Promoted
    Director, Order to Cash — Lead Global OTC Transformation

    Director, Order to Cash — Lead Global OTC Transformation

    Illinois Ag • Chicago, IL, United States
    Full-time
    A leading food company is seeking a Director, Order to Cash to oversee the OTC portfolio and partner with Global Supply Chain leaders. The role requires deep expertise in end-to-end order management...Show more
    Last updated: 8 days ago • Promoted
    Trading Analyst

    Trading Analyst

    Group One Trading • Chicago, IL, USA
    Full-time
    Quick Apply
    Group One is looking for individuals who are interested in a career in proprietary trading.Analyst hires will participate in our intensive training program built on decades of industry expertise in...Show more
    Last updated: 30+ days ago
    Client Director Team Lead, GTS

    Client Director Team Lead, GTS

    Gartner • Chicago, IL, United States
    Full-time
    The Client Director, Team Lead role is responsible for setting, directing, and executing the strategy for global clients or major regional accounts that are of substantial strategic and revenue gen...Show more
    Last updated: 30+ days ago • Promoted
    Lead Teller

    Lead Teller

    PNC Financial Services Group • Palos Hills, IL, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 11 days ago • Promoted
    Tax Director

    Tax Director

    MYR Group • Highland Park, IL, United States
    Full-time
    The Director of Tax will lead the Company's tax strategy, planning, compliance, and reporting functions.This individual will ensure compliance with federal, state, local, and international tax regu...Show more
    Last updated: 6 days ago • Promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Trading • Chicago, IL, USA
    Remote
    Part-time
    Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...Show more
    Last updated: 30+ days ago • Promoted
    Experienced Equity Discretionary Trader

    Experienced Equity Discretionary Trader

    Gelber Group LLC • Chicago, IL, United States
    Full-time
    Experienced Equity Discretionary Trader Job Description.We are Gelber Group Passion for Trading.Headquartered in Chicago with offices across the United States and Europe, for more than 40 years,...Show more
    Last updated: 13 days ago • Promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Currencies • Chicago, IL
    Remote
    Full-time +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...Show more
    Last updated: 30+ days ago • Promoted
    Lab Technician Team Lead

    Lab Technician Team Lead

    FUCHS • Harvey, IL, United States
    Full-time
    Why FUCHS? Because Your Success Moves Us.When you join FUCHS, you're not just taking a job-you're launching a career.FUCHS offers competitive pay commensurate with experience in a similar position....Show more
    Last updated: 8 days ago • Promoted
    Equity Trader

    Equity Trader

    Trillium Trading • Chicago, IL, United States
    Full-time
    Equity Trader role at Trillium Trading.Trillium is a leading proprietary trading firm active in US Equities, US Options, Canadian Equities, and OTC Equities. With trading technology built, tested, a...Show more
    Last updated: 13 days ago • Promoted
    Team Leader | Middle Market | Equipment Finance

    Team Leader | Middle Market | Equipment Finance

    Altius Search Group LLC • Chicago, IL, United States
    Full-time
    Team Leader | Middle Market | Equipment Finance.Altius Search Group is recruiting on behalf of a client, a bank-owned equipment finance company, for a dynamic. This individual will play a critical l...Show more
    Last updated: 13 days ago • Promoted
    Service Team

    Service Team

    Panda Restaurant Group • Crestwood, IL, US
    Full-time
    Join us as a Service Team Associate.We’re looking for friendly team players to create a warm environment for our guests and provide great service for our guests. Thrive in a safe and supportive work...Show more
    Last updated: 30+ days ago
    Purchase Trader United States / Canada

    Purchase Trader United States / Canada

    International Food Connectors • Chicago, IL, US
    Full-time
    At International Food Connectors, we’re looking for an ambitious Purchase Trader Expert to join our purchasing team.We supply a wide range of frozen and chilled products, including poultry, pork, b...Show more
    Last updated: 6 days ago
    Senior ETF Portfolio Trader & PM — Chicago Area

    Senior ETF Portfolio Trader & PM — Chicago Area

    Tidal Financial Group • Chicago, IL, United States
    Full-time
    A financial services firm is seeking an experienced AVP of Trading and Portfolio Management in Chicago.The role involves managing ETF portfolios, supporting trade execution, and ensuring compliance...Show more
    Last updated: 5 days ago • Promoted
    Broker Trader - SPX Floor

    Broker Trader - SPX Floor

    Edgehog Trading • Chicago, IL, United States
    Full-time
    Edgehog Trading is a proprietary trading firm specialized in electronic option market making.We scale and automate our strategies with a diverse team of traders, developers, and researchers.Manage ...Show more
    Last updated: 13 days ago • Promoted
    Senior Equity Options Volatility Trader

    Senior Equity Options Volatility Trader

    IMC B.V. • Chicago, IL, United States
    Full-time +1
    Our US Equity Options business has become one of the leading liquidity-providers in the marketplace.We’ve already created partnerships and business models to facilitate our expansion and we continu...Show more
    Last updated: 13 days ago • Promoted
    Broker Trader

    Broker Trader

    Akuna Capital • Chicago, IL, United States
    Full-time
    Be among the first 25 applicants.Akuna Capital is an innovative trading firm with a strong focus on collaboration, cutting-edge technology, data-driven solutions, and automation.We specialize in pr...Show more
    Last updated: 13 days ago • Promoted