Morgan Stanley
Relationship Manager – Equity Compensation
Morgan Stanley at Work ("MSAW") is a division within Morgan Stanley Wealth Management that focuses on providing full‑range solutions to help institutional partners and employees address various financial challenges and complexities. MSAW comprises Shareworks by Morgan Stanley and Equity Edge Online, Marketing, Retirement Plan Solutions, and Financial Wellness.
The Relationship Manager (RM) is responsible for the equity compensation relationship within MSAW. The RM partners with the company’s key administrative contacts—Stock Plan managers and analysts—to ensure service delivery for the corporate stock plan is satisfied and that the plan utilizes all MSPW components to enhance delivery efficiency.
Primary Responsibilities
Collaborate with others to assist clients and ensure all clients receive timely responses.
Conduct quarterly reviews to share product trends and enhancements along with detailed plan‑level statistics to update the client on plan health.
Maintain regular contact with clients to sustain a high level of personal interaction.
Monitor client satisfaction through internal benchmarks and regular inquiries regarding administration satisfaction.
Promote and share best practices from our products and the industry on how to improve service and execution.
Align client requests and expectations with business needs and constraints while maintaining a positive relationship with client contacts.
Coordinate new projects with clients and internal teams, maintain and track an open‑items log, and ensure client satisfaction and remediation for all items.
Engage with various Morgan Stanley service‑support organizations to ensure awareness of plan rules and key events for adequate support.
Keep open communications with internal business partners regarding plan events, open items, or key issues impacting the plan that may affect overall strategic plans for the company.
Maintain education of the industry and product by attending industry webcasts and Morgan Stanley‑promoted education forums; share relevant information from the education sessions with the client base as applicable.
Work with all colleagues professionally and respectfully, sharing information and aiding in high‑volume times when necessary.
Qualifications
Bachelor’s degree required along with 5‑10 years of industry experience.
Strong understanding of the executive compensation, stock plan, and ESPP industries.
Prior private‑equity experience preferred.
Excellent interpersonal and communications skills.
Some travel will be required.
Organizational skills to track and maintain open issues for multiple projects.
Ability to work under periods of extreme pressure with very tight time constraints, such as unexpected high‑volume activity on major client events or designated projects.
Ability to make a case for difficult decisions and present to management.
Ability to identify problems and articulate concerns both verbally and in written form to clearly communicate the issue to internal and external stakeholders needing resolution.
Comfortable running a meeting and speaking in large groups.
Certified Equity Professional designation and Shareworks experience a strong plus.
Appropriate securities licenses required (FINRA Series 7, and 63 or 66) or willingness to be obtained within 180 days of hire.
Strong working knowledge of MS Office products.
This position requires you to be on‑site in the office at least 3 days per week.
Equal Employment Opportunity Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The Firm ensures 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.
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The Relationship Manager (RM) is responsible for the equity compensation relationship within MSAW. The RM partners with the company’s key administrative contacts—Stock Plan managers and analysts—to ensure service delivery for the corporate stock plan is satisfied and that the plan utilizes all MSPW components to enhance delivery efficiency.
Primary Responsibilities
Collaborate with others to assist clients and ensure all clients receive timely responses.
Conduct quarterly reviews to share product trends and enhancements along with detailed plan‑level statistics to update the client on plan health.
Maintain regular contact with clients to sustain a high level of personal interaction.
Monitor client satisfaction through internal benchmarks and regular inquiries regarding administration satisfaction.
Promote and share best practices from our products and the industry on how to improve service and execution.
Align client requests and expectations with business needs and constraints while maintaining a positive relationship with client contacts.
Coordinate new projects with clients and internal teams, maintain and track an open‑items log, and ensure client satisfaction and remediation for all items.
Engage with various Morgan Stanley service‑support organizations to ensure awareness of plan rules and key events for adequate support.
Keep open communications with internal business partners regarding plan events, open items, or key issues impacting the plan that may affect overall strategic plans for the company.
Maintain education of the industry and product by attending industry webcasts and Morgan Stanley‑promoted education forums; share relevant information from the education sessions with the client base as applicable.
Work with all colleagues professionally and respectfully, sharing information and aiding in high‑volume times when necessary.
Qualifications
Bachelor’s degree required along with 5‑10 years of industry experience.
Strong understanding of the executive compensation, stock plan, and ESPP industries.
Prior private‑equity experience preferred.
Excellent interpersonal and communications skills.
Some travel will be required.
Organizational skills to track and maintain open issues for multiple projects.
Ability to work under periods of extreme pressure with very tight time constraints, such as unexpected high‑volume activity on major client events or designated projects.
Ability to make a case for difficult decisions and present to management.
Ability to identify problems and articulate concerns both verbally and in written form to clearly communicate the issue to internal and external stakeholders needing resolution.
Comfortable running a meeting and speaking in large groups.
Certified Equity Professional designation and Shareworks experience a strong plus.
Appropriate securities licenses required (FINRA Series 7, and 63 or 66) or willingness to be obtained within 180 days of hire.
Strong working knowledge of MS Office products.
This position requires you to be on‑site in the office at least 3 days per week.
Equal Employment Opportunity Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The Firm ensures 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.
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