Relationship Manager, VP

Morgan Stanley at Work (“MSAW”) is a division within Morgan Stanley Wealth Management, comprised of E*Trade, Shareworks by Morgan Stanley, Marketing, Retirement Plan Solutions, and Financial Wellness. Our division offers in-depth knowledge and resources focused on providing a full range of solutions that help address various institutional and employee financial opportunities.

About the role

The Relationship Manager (RM) position is responsible for the equity compensation relationship within the Wealth Management Client Segments division. They partner with clients' key administrative contacts (Directors and Managers of Stock Plan Administration teams) and must possess a strong working knowledge of equity compensation and relationship management. The RM ensures overall client satisfaction and enhances the participant experience by leveraging the full range of MSAW offerings. Service delivery extends to individuals within human resources, benefits, compensation, and finance departments.

A successful candidate must have excellent interpersonal skills, proven problem-solving abilities, a strong knowledge of equity compensation and stock plans, and a focus on the challenges facing today’s administrators.

Responsibilities

• Collaborate with other teams to ensure all clients receive timely responses.
• Deliver regular business reviews to share thought leadership, relevant enhancements, and detailed plan-level analytics.
• Maintain regular contact with clients to ensure a high level of personal interaction.
• Monitor client satisfaction through internal benchmarks, surveys, and RM check-ins.
• Promote and share efficiencies and best practices to improve service and execution.
• Align client requests and expectations with business needs and constraints while maintaining positive relationships.
• Coordinate new projects with clients and internal teams.
• Engage with various Morgan Stanley service support organizations to ensure strong execution of service delivery.
• Communicate with internal business partners regarding plan events and key issues impacting the client.
• Attend industry webcasts and Morgan Stanley-promoted education forums, sharing relevant information with clients and colleagues.
• Collaborate with colleagues professionally and respectfully.

Requirements

• Bachelor’s degree required.
• 5-10 years of industry experience.
• A strong understanding of the executive compensation and stock plan industries.
• Excellent interpersonal and communications skills.
• Some travel will be required.
• Organizational skills to track and maintain multiple projects.
• Ability to work under periods of extreme pressure with very tight time constraints.
• Demonstrated ability to build a clear case for complex or difficult decisions and effectively present recommendations to management.
• Ability to identify issues and clearly articulate concerns, both verbally and in writing, enabling effective communication with internal and external stakeholders.
• Comfortable running meetings and speaking to large groups.
• Certified Equity Professional designation (preferred).
• Appropriate securities licenses required (FINRA Series 7, and 63 or 66) or willingness to obtain within 180 days of hire.
• A strong working knowledge of MS Office products.

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage, and allocate capital for our clients—helping them reach their goals. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our decisions daily. We offer an opportunity to work alongside talented colleagues in an environment that supports and empowers you.

Morgan Stanley provides some of the most attractive and comprehensive employee benefits and perks in the industry, along with ample opportunities to move within the business for those who show passion and grit in their work.

Pay

For California: Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. Base pay is determined on an individualized basis and is part of a total compensation package that may include commission earnings, incentive compensation, discretionary bonuses, other short- and long-term incentive packages, and other Morgan Stanley-sponsored benefit programs.

For New York: Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. Base pay is determined on an individualized basis and is part of a total compensation package that may include commission earnings, incentive compensation, discretionary bonuses, other short- and long-term incentive packages, and other Morgan Stanley-sponsored benefit programs.