Relationship Manager, Global Equity - VP

Morgan Stanley•Menlo Park, CA

4d•Onsite

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 focused on creating a consistent corporate and employee experience throughout their financial life journey to deepen relationships with Morgan Stanley Wealth Management. This division aims to be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation, and servicing to drive growth across all client segments. The Role Profile is for a Relationship Manager – Private Market Focus, located in San Francisco, CA. This role is responsible for overseeing, servicing, cultivating, and growing existing corporate client relationships. The Relationship Manager will act as the main point of contact for designated corporate clients, interacting with all departments within Shareworks™ to ensure client expectations are met and satisfaction levels are maintained.

Requirements

University degree or College diploma in Business, Economics or similar
Minimum 3 years in an Account Management, Client Services, or Sales role
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

Nice To Haves

Experience in the equity or share plan industry, including group and retirement plans, would be an asset

Responsibilities

Proactively build “partnership” style relationships focusing on integration at all levels, maintaining relationship with senior client contacts
Interact 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
Keep client apprised of new product functionality that may be relevant to the client and their plan administration through Shareworks™
Foster client loyalty through Shareworks™’s standard client interaction protocols and proactive client retention initiatives including client meetings, corporate communications, quarterly partnership meetings, etc.
Understand and interpret Shareworks™ contracts, and any client exceptions to Shareworks™ standards, with respect to pricing, plan management or service level commitments.
Troubleshoot ad hoc client queries using the Shareworks™ application. Conduct client meetings, demonstrations, training sessions, user training sessions, and other client requests as required.
Mentors colleagues with respect to client interaction, communication tactics and positioning strategies.
Completes account reviews with the Director, Account Management.