Executive Relationship Manager
Morgan Stanley, Gilbert, AZ, United States
Department Overview
The E*TRADE Premium and Specialty Client Solutions (ETPS) organization aims to deliver an industry‑leading client experience to E*TRADE’s most valued clients, while connecting them with the full breadth of benefits, products, and services that Morgan Stanley offers to meet their financial needs. 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.
Position Summary The Executive Relationship Manager (Executive RM) is the face of the Workplace to high‑net‑worth executives and seeks to build trust and develop relationships with these individuals. Executive RMs provide ‘white glove’ service and support to our most valuable Workplace executives, working to retain and grow these relationships to deliver the full value of the firm (e.g., advisory solutions, managed money, banking & lending, fixed income). This occurs through comprehensive support, product education, trade facilitation and referrals to Financial Advisors. The Executive RM must be totally dedicated to exceeding participant expectations to retain these valuable households and develop long‑lasting relationships.
Responsibilities
Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth Management.
Formulate and deliver solutions for executives’ inquiries, ranging from foundational education to more complex transactions.
Establish relationships with a book of participants and corporate clients, identifying opportunities for business development.
Manage and support E*TRADE high‑value participants (domestic and international) with complex corporate equity plans at public and private market companies on Shareworks and Equity Edge platforms.
Educate participants on the intricacies of 10b5‑1 plans.
Understand all Morgan Stanley products and services and identify opportunities to maximize all aspects of Morgan Stanley.
Act as a liaison between internal support teams to ensure client service needs are met promptly.
Mitigate risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment.
Effectively manage high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule.
Minimum Qualifications
Minimum 2 years of client service experience.
FINRA Series 7 and 63 (or equivalent) and ability to be registered in all states and territories.
Preferred Qualifications
Bachelor’s degree.
Experience in Relationship Management, Stock Plan Services or Premium Services in the financial services industry.
1 year of stock plan experience strongly preferred.
Professional experience establishing relationships with a book of executives and corporate clients.
Excellent organizational skills with the ability to manage multiple tasks.
Thorough understanding of the securities industry, including equity, margin, and option trading.
Ability to remain calm, professional and in control in a volatile business environment.
Dedication to exceeding client expectations, with strong oral and written communication skills.
Utilize independent decision‑making skills to manage and resolve issues.
A passion for understanding participants’ financial needs objectively and delivering the full value of Morgan Stanley.
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—guide our decisions every day and shape the experience for both clients and employees. You’ll find an environment where you are supported, empowered, and connected to a diverse range of talented colleagues. Our benefits and perks are among the most attractive in the industry, and we offer ample opportunity to advance your career.
Salary & Benefits (New Jersey) Salary range: $90,000 – $110,000 per year. Eligible for an annual discretionary incentive compensation award and the business unit’s incentive compensation plan, which may include a discretionary bonus component. Morgan Stanley offers comprehensive benefits including medical, prescription drug, dental, vision, Health Savings Account, Dependent Day Care Savings Account, life insurance, disability, Short/Long‑Term Disability, Paid Time Off, 10 paid holidays, 401(k), and additional special perks.
Salary & Benefits (Illinois) Salary range: $90,000 – $110,000 per year. Eligible for an annual discretionary incentive compensation award and the business unit’s incentive compensation plan, which may include a discretionary bonus component. Morgan Stanley offers comprehensive benefits including medical, prescription drug, dental, vision, Health Savings Account, Dependent Day Care Savings Account, life insurance, disability, Short/Long‑Term Disability, Paid Time Off, 10 paid holidays, 401(k), and additional special perks.
Salary & Benefits (California) Expected base pay: $90,000 – $110,000 per year upon commencement of employment. Base pay will be determined individually and is part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, short and long‑term incentive packages, and other Morgan Stanley sponsored benefit programs.
Equal Employment Opportunity Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). It ensures equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership status, pregnancy, veteran or military service status, or any other characteristic protected by law.
Internal Applicants Internal mobility can be a way to grow your career and realize your professional potential. Typically, you must be in your position for at least 18 months and performing satisfactorily before applying for another job in the firm. Internal applicants can learn more about career navigation, mobility guidelines, and policy on the employee portal.
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Position Summary The Executive Relationship Manager (Executive RM) is the face of the Workplace to high‑net‑worth executives and seeks to build trust and develop relationships with these individuals. Executive RMs provide ‘white glove’ service and support to our most valuable Workplace executives, working to retain and grow these relationships to deliver the full value of the firm (e.g., advisory solutions, managed money, banking & lending, fixed income). This occurs through comprehensive support, product education, trade facilitation and referrals to Financial Advisors. The Executive RM must be totally dedicated to exceeding participant expectations to retain these valuable households and develop long‑lasting relationships.
Responsibilities
Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth Management.
Formulate and deliver solutions for executives’ inquiries, ranging from foundational education to more complex transactions.
Establish relationships with a book of participants and corporate clients, identifying opportunities for business development.
Manage and support E*TRADE high‑value participants (domestic and international) with complex corporate equity plans at public and private market companies on Shareworks and Equity Edge platforms.
Educate participants on the intricacies of 10b5‑1 plans.
Understand all Morgan Stanley products and services and identify opportunities to maximize all aspects of Morgan Stanley.
Act as a liaison between internal support teams to ensure client service needs are met promptly.
Mitigate risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment.
Effectively manage high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule.
Minimum Qualifications
Minimum 2 years of client service experience.
FINRA Series 7 and 63 (or equivalent) and ability to be registered in all states and territories.
Preferred Qualifications
Bachelor’s degree.
Experience in Relationship Management, Stock Plan Services or Premium Services in the financial services industry.
1 year of stock plan experience strongly preferred.
Professional experience establishing relationships with a book of executives and corporate clients.
Excellent organizational skills with the ability to manage multiple tasks.
Thorough understanding of the securities industry, including equity, margin, and option trading.
Ability to remain calm, professional and in control in a volatile business environment.
Dedication to exceeding client expectations, with strong oral and written communication skills.
Utilize independent decision‑making skills to manage and resolve issues.
A passion for understanding participants’ financial needs objectively and delivering the full value of Morgan Stanley.
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—guide our decisions every day and shape the experience for both clients and employees. You’ll find an environment where you are supported, empowered, and connected to a diverse range of talented colleagues. Our benefits and perks are among the most attractive in the industry, and we offer ample opportunity to advance your career.
Salary & Benefits (New Jersey) Salary range: $90,000 – $110,000 per year. Eligible for an annual discretionary incentive compensation award and the business unit’s incentive compensation plan, which may include a discretionary bonus component. Morgan Stanley offers comprehensive benefits including medical, prescription drug, dental, vision, Health Savings Account, Dependent Day Care Savings Account, life insurance, disability, Short/Long‑Term Disability, Paid Time Off, 10 paid holidays, 401(k), and additional special perks.
Salary & Benefits (Illinois) Salary range: $90,000 – $110,000 per year. Eligible for an annual discretionary incentive compensation award and the business unit’s incentive compensation plan, which may include a discretionary bonus component. Morgan Stanley offers comprehensive benefits including medical, prescription drug, dental, vision, Health Savings Account, Dependent Day Care Savings Account, life insurance, disability, Short/Long‑Term Disability, Paid Time Off, 10 paid holidays, 401(k), and additional special perks.
Salary & Benefits (California) Expected base pay: $90,000 – $110,000 per year upon commencement of employment. Base pay will be determined individually and is part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, short and long‑term incentive packages, and other Morgan Stanley sponsored benefit programs.
Equal Employment Opportunity Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). It ensures equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership status, pregnancy, veteran or military service status, or any other characteristic protected by law.
Internal Applicants Internal mobility can be a way to grow your career and realize your professional potential. Typically, you must be in your position for at least 18 months and performing satisfactorily before applying for another job in the firm. Internal applicants can learn more about career navigation, mobility guidelines, and policy on the employee portal.
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