Relationship Manager, Global Equity - VP

Relationship Manager Private Market Focus
Located in San Francisco, CA - you will be responsible for overseeing, servicing, cultivating and growing existing corporate client relationships toward mutual partnership and success. Acting as the main point of contact for designated corporate clients, you will interact with all departments within Shareworks to ensure that client expectations are met, and satisfaction levels are maintained.

Primary Responsibilities

Proactively build "partnership" style relationships focusing on integration at all levels, maintaining relationship 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/gap analysis documents for client requests for new functionality

Keep client apprised of new product functionality that may be relevant to the client and 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, etc.

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.

Mentors colleagues with respect to client interaction, communication tactics and positioning strategies.

Completes account reviews with the Director, Account Management.

Requirements

University degree or College diploma in Business, Economics or similar

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, would be 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 but not limited to email, internet, Excel and Word

Strong analytical, attention-to-detail, and problem-solving skills

Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities

Ability to travel up to 25% of time within and outside North America

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).

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