Relationship Manager, AVP

Job Description

Morgan Stanley at Work ("MSAW") is a division within Morgan Stanley Wealth Management, comprised of E*Trade, Shareworks by Morgan Stanley, Marketing, Retirement Plan Solutions, and Financial Wellness. Our division offers in-depth knowledge and resources focused on providing a full range of solutions that help address various institutional and employee financial opportunities.
The Relationship Manager (RM) position is responsible for the equity compensation relationship within the Wealth Management Client Segments division. They partner with a client's key administrative contacts (Directors and Managers of Stock Plan Administration teams). The RM must possess a strong working knowledge of equity compensation and relationship management, and is responsible for the overall satisfaction of the client, ensuring that the plan utilizes the various components of our offering to enhance the participant experience.
Service delivery within the corporate client expands beyond the primary administrative contacts to include individuals within human resources, benefits, compensation, and finance departments. A successful candidate must have excellent interpersonal skills, proven problem‑solving skills, a strong knowledge of equity compensation and stock plans, and a focus on the challenges that face today's administrators.
Primary Responsibilities May Include:

Collaboration with other teams to ensure all clients receive timely responses
Delivering regular business reviews to share thought leadership, relevant enhancements, and detailed plan‑level analytics
Regular contact with clients to maintain a high level of personal interaction
Monitoring client satisfaction through internal benchmarks, surveys, and RM check‑ins
Promoting and sharing efficiencies and best practices to improve service and execution
Aligning client requests and expectations with business needs and constraints while maintaining a positive relationship with client contacts
Coordinating new projects with clients and internal teams
Engaging with various Morgan Stanley service support organizations to ensure strong execution of service delivery
Communicating with internal business partners regarding plan events and key issues impacting the client
Attending industry webcasts and Morgan Stanley‑promoted education forums, sharing relevant information with clients and colleagues
Collaborating with colleagues professionally and respectfully
Qualifications

Bachelor's degree required with 2–5 years of industry experience
Strong understanding of the executive compensation and stock plan industries
Excellent interpersonal and communication skills
Some travel will be required
Organizational skills to track and maintain multiple projects
Ability to work under periods of extreme pressure with very tight time constraints
Demonstrated ability to build a clear case for complex or difficult decisions and effectively present recommendations to management
Ability to identify issues and clearly articulate concerns, both verbally and in writing, to drive resolution with internal and external stakeholders
Comfortable running meetings and speaking to large groups
Certified Equity Professional designation
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
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.

Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
Equal Employment Opportunity

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).
What you can expect from Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients — helping them reach their goals. We do it in a way that’s differentiated and we’ve done that for 90 years. Our values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities, and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross‑section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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