Institutional Consulting Relationship Manager

Morgan Stanley•Chicago, IL

9d•$68,000 - $120,000

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