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Relationship Manager, VP

Relationship Manager, VP

Morgan StanleyMenlo Park, CA, US
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Relationship Manager

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.

The Relationship Manager (RM) position is responsible for the equity compensation relationship within the Wealth Management Client Segments division. They are responsible for partnering with a clients key administrative contacts (Directors and Managers of Stock Plan Administration teams). They must possess a strong working knowledge of equity compensation and relationship management. The Relationship Manager is responsible for the overall satisfaction of the client and will be instrumental in ensuring that the plan is utilizing the various components of our offering to enhance the participant experience.

Service delivery within the corporate client expands beyond the primary administrative contacts. This will include individuals within human resources, benefits, compensation, and finance departments. A successful candidate must have excellent interpersonal skills, proven problem-solving skills, a strong knowledge of equity compensation and stock plans, and a focus on the challenges that face todays administrators. Primary Responsibilities May Include :

  • Collaboration with other teams to ensure all clients receive timely responses
  • Delivering of regular business reviews to share thought leadership, relevant enhancements and detailed plan level analytics
  • Regular contact with clients to maintain a high level of personal interaction
  • Monitoring client satisfaction through internal benchmarks, surveys and RM check-ins
  • Promoting and sharing efficiencies and best practices to improve service and execution
  • Aligning client requests and expectations with business needs and constraints while maintaining a positive relationship with client contacts
  • Coordinating new projects with clients and internal teams
  • Engaging with various Morgan Stanley service support organizations to ensure strong execution of service delivery
  • Communication with internal business partners regarding plan events and key issues impacting the client
  • Attending industry webcasts and Morgan Stanley promoted education forums, sharing relevant information with clients and colleagues
  • Collaborating with colleagues professionally and respectfully

    • Qualifications

  • Bachelor's degree required along with 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
  • Demonstrates the 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 to drive resolution.
  • Comfortable running meetings and speaking to large groups
  • Certified Equity Professional designation
  • Appropriate securities licenses required (FINRA Series 7, and 63 or 66) or willingness to be obtained within 180 days of hire.
  • A strong working knowledge of MS office products.

    • Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

    It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

    Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).

    To learn more about our offices across the globe, please copy and paste https : / / www.morganstanley.com / about-us / global-offices into your browser.

    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.

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    Relationship Manager • Menlo Park, CA, US