Relationship Manager, Global Equity - VP

Morgan Stanley•Alpharetta, GA

8d•$110,000 - $185,000

About The Position

Morgan Stanley is a leading global financial services firm. The Corporate and Institutional Solutions (CIS) division within Morgan Stanley Wealth Management is seeking a Relationship Manager to oversee, service, cultivate, and grow existing corporate client relationships. This role acts as the main point of contact for designated corporate clients, ensuring client expectations are met and satisfaction levels are maintained by interacting with all departments within Morgan Stanley at Work. The division's goal is to create a consistent corporate employee experience and engage them throughout their financial life journey to deepen Morgan Stanley Wealth Management relationships, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation, and servicing to drive growth across all client segments.

Requirements

University degree or College diploma in Business, Economics or similar
Minimum 3 years in an Account Management, Client Services, or Sales role
Experience in the equity or share plan industry, including group and retirement plans, would be an asset
Licenses required; SIE, FINRA 7 & 63
Excellent written and oral communication and presentation skills
Proven ability to work independently and manage numerous assignments concurrently
Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word
Strong analytical, attention-to-detail, and problem-solving skills
Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
Ability to travel up to 25% of time within and outside North America

Responsibilities

Proactively build “partnership” style relationships focusing on integration at all levels, maintaining relationship with senior client contacts
Collaborate with various client stakeholders to solve problems, build strong partnerships, and uncover new opportunities
Conduct ongoing needs analysis to determine appropriate services to meet client requirements; prepare specifications/gap analysis documents for client requests for new functionality
Deliver regular business reviews with the Director, Account Management sharing thought leadership, plan-level analytics, and relevant enhancements
Keep clients informed of new product functionality relevant to the client and their plan administration
Monitor client satisfaction through internal benchmarks, surveys, and RM check-ins
Aligning client requests and expectations with business needs while maintaining a positive relationships
Foster client loyalty through Morgan Stanley at Work's standard client interaction protocols and proactive client retention initiatives including client meetings, corporate communications, quarterly partnership meetings, etc.
Understand and interpret contracts and client exceptions related pricing, plan management, and service level commitments
Troubleshoot ad hoc client queries by partnering with internal stakeholders and platforms.
Conduct client meetings, demonstrations, training sessions, user training sessions, and other client requests as required.
Promote and share best practices to improve service efficiency and execution