Executive Relationship Manager

The E*TRADE Premium and Specialty Client Solutions (‘ETPS’) organization aims to deliver an industry leading client experience to E*TRADE’s most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Responsibilities

• Demonstrating vast knowledge of and providing support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth Management
• Formulating and delivering solutions for Executives’ inquiries, ranging from foundational education to more complex transactions
• Establishing relationships with a book of participants and corporate clients, identifying opportunities for business development
• Maintaining and supporting E*TRADE high-value participants (domestic and international) with complex corporate equity plans at public and private market companies on Shareworks and Equity Edge platforms
• Education participants on the intricacies of 10b5-1 plans
• Identifying and maximizing all aspects of Morgan Stanley products and services
• Acting as a liaison between our internal support teams to ensure our client’s service needs are met timely
• Mitigating risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment
• Effectively managing 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
• A dedication to exceeding the expectations of clients, having a passion to excel, and outstanding oral/written communication skills
• Utilizing 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