Executive Relationship Manager

About the role

The Executive Relationship Manager (Executive RM) is responsible for building trust and developing relationships with high-net-worth executives. They provide 'white glove' service and support, focusing on retaining and growing these relationships to deliver the full value of the firm.

Responsibilities

• Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, and understand the value proposition of Wealth Management.
• Formulate and deliver solutions for executives' inquiries, ranging from foundational education to more complex transactions.
• Establish relationships with a book of participants and corporate clients, identifying opportunities for business development.
• Manage and support E*TRADE high-value participants on Shareworks and Equity Edge platforms, educating them on the intricacies of 10b5-1 plans.
• Identify opportunities to maximize all aspects of Morgan Stanley products and services.
• Act as a liaison between internal support teams to ensure client service needs are met promptly.
• Mitigate risk by strictly adhering to company policies and procedures to ensure a secure and compliant work environment.
• Effectively manage high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule.

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.
• Bachelor’s degree.
• Experience in Relationship Management, Stock Plan Services, or Premium Services in the financial services industry.
• One year of Stock Plan experience strongly preferred.
• Professional experience establishing relationships with a book of executives and corporate clients.
• Excellent organizational skills with the ability to manage multiple tasks.
• A 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.
• Dedication to exceeding client expectations, passion to excel, and outstanding oral/written communication skills.
• Independent decision-making skills to manage and resolve issues.
• A passion for understanding participants' financial needs in an objective manner and seamlessly delivering the full value of Morgan Stanley.

Benefits

At Morgan Stanley, you can expect:

• Competitive salary range: $90,000.00 and $110,000.00 per year.
• Annual discretionary incentive compensation award.
• Participation in the relevant business unit's incentive compensation plan, which may include a discretionary bonus component.
• A full spectrum of benefits including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability.