Priority Team Lead

The Priority Team Lead position assists the Team Manager with daily duties including handling and resolving escalations, monitoring, and coaching Relationship Managers (RMs) on client interactions, job performance, and executing on delegated projects. Assists with coaching and support to help the team reach stated goals. Utilizes independent decision-making skills to resolve issues and identify areas for process improvement.

Role Responsibilities:

• Actively develop the team to deliver a high-quality client experience
• Provide coaching and support to the team to ensure achievement of core Key Performance Indicators (KPIs) and MS FA referral goals
• Educate the team on changes in policies and procedures
• Stay current with new products and services
• Handle and resolve client escalations independently
• Assist Priority RMs with daily tasks and pipeline management

Minimum Qualifications:

• Required Education: Bachelor's Degree preferred
• Registrations: SIE, Series 7, Series 63 and ability to obtain Mass Registration
• Minimum Years of Experience: 1+ years

Preferred Skills:

• Series 9/10 licenses & Trader Certification preferred
• Possesses strong business development and marketing skills, with a drive to consistently achieve top results
• Strong technical aptitude to navigate a variety of financial services and client relationship management (CRM) tools
• Highly collaborative in a team-oriented environment
• Ability to demonstrate positive initiative, leadership, and comfort working in a fast-paced environment
• Proven track record in handling and resolving complex client issues
• Demonstrates excellent knowledge of compliance practices with a proven ability to operate effectively within industry and regulatory parameters
• Demonstrates self-confidence and the ability to maintain composure in difficult situations
• Ability to work independently
• Proficient in MS Word, Excel, PowerPoint, and Salesforce

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-offices into 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).

Client-provided location(s): Alpharetta, GA, Chandler, AZ, Sandy, UT

Job ID: Morgan-JR024660

Employment Type: FULL_TIME

Posted: 2025-11-18T18:35:59