Institutional Consulting Relationship Manager
About The Position
Institutional Consulting Relationship Managers provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Institutional Consulting Relationship Manager is a senior service level position for a Graystone Team who is responsible for the proactive cultivation and maintenance of institutional client relationships. This role is responsible for the development, implementation, and management of various team processes. Graystone Consulting, the institutional consulting business of Morgan Stanley, has a simple mission: To be the industry standard in investment consulting services for sophisticated investors. Graystone Consulting is a global leader and pioneer in the fiduciary management business. The business offers the vast resources of a global investment organization in a customized format tailored to address each client’s needs. Its tailored solutions help a variety of institutional clients, including foundations, endowments, educational institutions, health care entities, associations and other non-profit organizations, as well as corporations.
Requirements
- 10+ years of experience in a field relevant to the position required
- Advanced degree or professional certification or prior industry experience required
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
- Additional product licenses may be required
- Strong leadership skills
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Technically proficient and quick learner of new and updated platforms
- Detail oriented with superior organizational skills and ability to prioritize
- Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multi-task
- Goal oriented, self-motivated and results driven
Responsibilities
- Provides leadership and coordination for the development and implementation of client facing processes, such as client onboarding, etc.
- Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience
- Manage team client communications strategy
- Assisting the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
- Assisting the FA/PWA/team in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Branch Management
- Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies
- Serve as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved
- At the direction of the FA/PWA/team, coordinates annual Trustee Education process
- Ensures effective communication of information across the team
Benefits
- Medical
- Prescription Drug
- Dental
- Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually)
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
