Premier Relationship Manager

About the role

E*TRADE Premium and Specialty Client Solutions (‘ETPS’) aims to deliver an industry-leading client experience to E*TRADE’s most valued clients, connecting them with the full breadth of benefits, products, and services that Morgan Stanley has to offer.

Responsibilities

• Deliver exceptional service and leverage strong sales acumen to effectively engage and build relationships with E*TRADE potential high-net worth (HNW) clients.
• Conduct proactive, high-volume outbound calls to strategically connect with and engage potential HNW clients.
• Develop a thorough understanding of all Morgan Stanley products and services while identifying opportunities to deliver the firm to our high-priority clients.
• Act as a liaison between internal support teams and stakeholders to ensure client inquiries, requests, and complex needs are addressed in a timely manner.
• Exceed all client expectations and meet specific objectives related to the onboarding, deepening, and retention of client relationships through education and white-glove support.
• Identify and gather net new assets from existing E*TRADE clients and prospects.
• Educate and guide clients on the E*TRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offering.
• Focus on the bottom-line performance and continuously look for ways to improve overall performance, sales, customer satisfaction, and the entire customer experience.
• Mitigate risk by strictly adhering to company policies and procedures to ensure a secure and compliant work environment.

Requirements

Minimum 1 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
Excellent business development and sales skills and desire to consistently achieve top results
Experience in understanding the financial needs of the retail brokerage clientele
Excellent organizational skills with the ability to manage multiple tasks
Highly collaborative in a team-oriented environment
Ability to remain calm, professional, and in control in a fast-paced business environment
Dedicated to exceeding the expectations of clients, having a passion to excel, and outstanding oral/written communication skills
Utilize independent decision-making skills to manage and resolve issues

Preferred Qualifications

• Bachelor’s Degree
• Experience in understanding the financial needs of the retail brokerage clientele
• Excellent organizational skills with the ability to manage multiple tasks
• Highly collaborative in a team-oriented environment
• Ability to remain calm, professional, and in control in a fast-paced business environment
• Dedicated to exceeding the expectations of clients, having a passion to excel, and outstanding oral/written communication skills
• Utilize independent decision-making skills to manage and resolve issues

Benefits

At Morgan Stanley, you can expect:

• A superior foundation for building a professional career
• A philosophy that balances personal lifestyles, perspectives, and needs
• Opportunities to work alongside the best and the brightest
• An environment where you are supported and empowered
• Collaborative and creative thinking teams
• Support for employees and their families at every point along their work-life journey
• Comprehensive employee benefits and perks

Pay

For New Jersey: Salary range for the position: $75,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.

For Illinois: Salary range for the position: $75,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.

For California: Expected base pay rates for the role will be between $75,000.00 and $110,000.00 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, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Schedule

Not specified