Executive Relationship Manager
Morgan Stanley, Menlo Park, CA, United States
Executive Relationship Manager
The Executive Relationship Manager (Executive RM) is the face of the Workplace to our high-net-worth executives and seek 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 will occur 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. If you are passionate about educating clients and helping to meet their financial goals, Executive RMs have a unique opportunity to do so with influential executives at the world's leading companies. Responsibilities: Demonstrating vast knowledge of and providing support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth Management Formulating and delivering solutions for Executives' inquiries, ranging from foundational education to more complex transactions Establishing relationships with a book of participants and corporate clients, identifying opportunities for business development Managing and supporting 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 Educating participants on the intricacies of 10b5-1 plans Having a thorough understanding of all Morgan Stanley products and services and will be responsible for identifying opportunities to maximize all aspects of Morgan Stanley. Acting as a liaison between our internal support teams to ensure our client's service needs are met timely. Mitigating risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment. Effectively managing 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 client 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 Must be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication skills Utilize independent decision-making skills to manage and resolve issues A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of Morgan Stanley
The Executive Relationship Manager (Executive RM) is the face of the Workplace to our high-net-worth executives and seek 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 will occur 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. If you are passionate about educating clients and helping to meet their financial goals, Executive RMs have a unique opportunity to do so with influential executives at the world's leading companies. Responsibilities: Demonstrating vast knowledge of and providing support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth Management Formulating and delivering solutions for Executives' inquiries, ranging from foundational education to more complex transactions Establishing relationships with a book of participants and corporate clients, identifying opportunities for business development Managing and supporting 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 Educating participants on the intricacies of 10b5-1 plans Having a thorough understanding of all Morgan Stanley products and services and will be responsible for identifying opportunities to maximize all aspects of Morgan Stanley. Acting as a liaison between our internal support teams to ensure our client's service needs are met timely. Mitigating risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment. Effectively managing 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 client 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 Must be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication skills Utilize independent decision-making skills to manage and resolve issues A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of Morgan Stanley