Relationship Manager, Global Equity - VP

Department Profile

Corporate and Institutional Solutions (CIS) is a division within Morgan Stanley Wealth Management comprised of Corporate & Digital Solutions, Morgan Stanley @ Work, Virtual Client Solutions, Reinvestment, and Strategic Client Management. The overall goal and vision of CIS is to create a corporate experience and a consistent corporate employee (“participant”) experience and to engage them throughout their financial life journey. Our approach is highly scalable, leveraging an omni‑channel strategy with an emphasis on messaging, onboarding, cross‑selling, activation and servicing to drive growth across all client segments, including the Mass‑Affluent, with new digital capabilities.
Role Profile

We are looking for a Relationship Manager who will oversee, service, cultivate, and grow 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 across both the private and public market teams within Morgan Stanley at Work to ensure client expectations are met and satisfaction levels are maintained.
Primary Responsibilities

Proactively build “partnership” style relationships focusing on integration at all levels, maintaining relationships with senior client contacts
Collaborate 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
Deliver regular business reviews with the Director, Account Management sharing thought leadership, plan‑level analytics, and relevant enhancements
Keep clients informed of new product functionality relevant to the client and their plan administration
Monitor client satisfaction through internal benchmarks, surveys, and RM check‑ins
Align client requests and expectations with business needs while maintaining positive relationships
Foster client loyalty through Morgan Stanley at Work's standard client interaction protocols and proactive client retention initiatives, including client meetings, corporate communications, quarterly partnership meetings, etc.
Understand and interpret contracts and client exceptions related pricing, plan management, and service level commitments
Troubleshoot ad‑hoc client queries by partnering with internal stakeholders and platforms
Conduct client meetings, demonstrations, training sessions, user training sessions, and other client requests as required
Promote and share best practices to improve service efficiency and execution
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
Compensation

For California: Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. Base pay is 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.
For New York: Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. Base pay is 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.
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).
For more information, please visit https://www.morganstanley.com/people-opportunities/eeo.

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