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Morgan Stanley at Work - Relationship Manager

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Morgan Stanley

30d ago

  • Job
    Full-time
    Senior & Expert Level
  • Sales & Business Development
    People, HR & Administration
  • New York

AI generated summary

  • You need a bachelor's degree, 5-10 years of experience, strong knowledge of executive compensation, excellent communication skills, organizational abilities, and appropriate securities licenses.
  • You will conduct client reviews, monitor satisfaction, share best practices, manage projects, ensure communication with teams, and stay updated on industry trends to enhance client relationships.

Requirements

  • Bachelor’s degree required along with 5-10 years of industry experience
  • A strong understanding of the executive compensation, stock plan, and ESPP industries
  • Excellent interpersonal and communications skills
  • Some travel will be required
  • Organizational skills to track and maintain open issues for multiple projects
  • Ability to work under periods of extreme pressure with very tight time constraints, i.e. periods of unexpected high volume activity on major client event or a designated project
  • Ability to make a case for difficult decisions and present to management
  • Ability identify problems and articulate the concern both verbally and in written form to clearly communicate the item to internal and external stakeholders needed for resolution
  • Comfortable in running a meeting and speaking in large groups
  • Certified Equity Professional designation and Shareworks experience a strong plus
  • Appropriate securities licenses required (FINRA Series 7, and 63 or 66) or will need to be obtained upon hire
  • A strong working knowledge of MS office products

Responsibilities

  • Conduct quarterly reviews with clients to share product trends and enhancements along with detailed plan level statistics to update the client on plan health
  • Regular contact with clients to maintain a high level of personal interaction
  • Monitor client satisfaction through internal benchmarks as well as regularly inquiring about their level of satisfaction with the administration
  • Promoting and sharing best practices from our products and the industry on how to improve service and execution.
  • Align client requests and expectations with business needs and constraints while maintaining a positive relationship with client contacts
  • Coordinate new projects with client and internal team. Maintains and tracks an open items log and ensures client satisfaction and remediation for all items.
  • Engage with the various Morgan Stanley service support organizations to ensure awareness of plan rules and key events for adequate support
  • Keep open communications with the Strategic Relationship Manager regarding plan events, open items, or key issues impacting the plan that may impact overall strategic plans for the company.
  • Maintain education of the industry and product by attending industry webcasts and Morgan Stanley promoted education forums; and share relevant information from the education sessions with the client base as applicable
  • Work with all colleagues professionally and respectfully by sharing information and aiding in high volume times when necessary.

FAQs

What is the main responsibility of the Relationship Manager at Morgan Stanley at Work?

The main responsibility of the Relationship Manager is to oversee the equity compensation relationship within the Corporate Equity Solutions group, partnering with key administrative contacts and ensuring client satisfaction with the service delivery of corporate stock plans.

What qualifications are required for this position?

A Bachelor’s degree, 5-10 years of industry experience, a strong understanding of executive compensation, stock plans, and ESPP industries, along with excellent interpersonal and communication skills are required.

Are there specific certification requirements for this role?

Yes, having a Certified Equity Professional designation and Shareworks experience is a strong plus. Additionally, appropriate securities licenses (FINRA Series 7 and 63 or 66) are required or need to be obtained upon hire.

How often will the Relationship Manager conduct reviews with clients?

The Relationship Manager will conduct quarterly reviews with clients to share product trends and enhancements, as well as detailed plan level statistics.

Will there be a need for travel in this position?

Yes, some travel may be required for this position.

What tools or skills are important for maintaining client relationships?

Strong organizational skills for tracking open issues, excellent interpersonal and communication skills, and the ability to work under pressure are important for maintaining client relationships.

How does Morgan Stanley support diversity in its workforce?

Morgan Stanley is committed to building and maintaining a diverse workforce by ensuring equal employment opportunities without discrimination or harassment based on various protected characteristics.

What is the expected base pay range for the Relationship Manager position?

The expected base pay range for this role will be between $85,000 and $135,000 per year, determined on an individualized basis.

What benefits can employees expect at Morgan Stanley?

Employees can expect attractive and comprehensive employee benefits and perks, as well as support throughout their work-life journey.

How does the company value its employees?

Morgan Stanley values its employees by fostering a culture that emphasizes trust, mentorship, diverse perspectives, individual intellect, and cross-collaboration among its workforce.

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Morgan Stanley

Finance
Industry
10,001+
Employees
1935
Founded Year

Mission & Purpose

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — put clients first, do the right thing, lead with exceptional ideas, commit to diversity and inclusion, and give back — that guide its more than 70,000+ employees across 41 countries.