Relationship Manager, Global Equity - VP

Role Profile

Relationship Manager – Private Market Focus – San Francisco, CA. Responsible for overseeing, servicing, cultivating and growing existing corporate client relationships toward mutual partnership and success. Acts as the main point of contact for designated corporate clients and interacts with all departments within Shareworks™ to ensure client expectations are met and satisfaction levels maintained.
Primary Responsibilities

Proactively build partnership‑style relationships focusing on integration at all levels, maintaining relationships with senior client contacts.
Interact with various client stakeholders to solve problems, build strong partnerships, and uncover new opportunities.
Conduct ongoing needs analysis to determine appropriate services to meet client requirements; prepare specifications and gap‑analysis documents for client requests for new functionality.
Keep clients apprised of new product functionality that may be relevant to their plan administration through Shareworks™.
Foster client loyalty through Shareworks™’s standard client interaction protocols and proactive client retention initiatives, including client meetings, corporate communications, quarterly partnership meetings, and more.
Understand and interpret Shareworks™ contracts and any client exceptions to Shareworks™ standards with respect to pricing, plan management or service level commitments.
Troubleshoot ad‑hoc client queries using the Shareworks™ application, conduct client meetings, demonstrations, training sessions, user training sessions, and other client requests as required.
Mentor colleagues with respect to client interaction, communication tactics and positioning strategies.
Complete account reviews with the Director, Account Management.
Requirements

University degree or college diploma in Business, Economics or a similar field.
Minimum 3 years in an Account Management, Client Services, or Sales role.
Experience in the equity or share plan industry, including group and retirement plans, is an asset.
Licenses required: SIE, FINRA 7 & 63.
Excellent written and oral communication and presentation skills.
Proven ability to work independently and manage numerous assignments concurrently.
Demonstrated competency with common technology and technical concepts, including email, internet, Excel and Word.
Strong analytical, attention‑to‑detail, and problem‑solving skills.
Comfortable in a fast‑paced and evolving environment with ongoing learning and training opportunities.
Ability to travel up to 25% of the time within and outside North America.
Equal Employment Opportunity

We are an equal employment and opportunity employer and a firm dedicated to nonspecific, non‑discriminatory practices. Our policy ensures equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, sexual orientation, national origin, citizenship, disability, marital 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) and advancing individuals based on their skills and talents.

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