Relationship Manager, VP

About the Role

Morgan Stanley is looking for a Relationship Manager to 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 that client expectations are met and satisfaction levels are maintained.

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 clients 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 to 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
• 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 North America

Pay

Expected base pay rates for the role will be between $115,000 and $180,000 per year at the commencement of employment. Base pay if hired will be 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 sponsored benefit programs.