Relationship Manager, Global Equity - VP

About the role

The Role Profile section outlines the responsibilities and requirements for the Relationship Manager position within Morgan Stanley's Corporate and Institutional Solutions (CIS) division. This role focuses on overseeing, servicing, cultivating, and growing existing corporate client relationships.

Responsibilities

• Proactively build “partnership” style relationships focusing on integration at all levels, maintaining relationship 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
• Aligning client requests and expectations with business needs while maintaining a 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

Qualifications

Qualifications are not specified in the job posting, but typically include relevant education, experience, and licenses.

Skills

Skills are not specified in the job posting, but typically include account management, client services, sales, and problem-solving skills.

Benefits

Benefits are not specified in the job posting, but typically include health insurance, retirement plans, and paid time off.

Pay

Expected base pay rates for the role will be between $110,000 and $185,000 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, 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

The schedule is not specified in the job posting, but typically includes a combination of office hours and travel.