Return To Work - Relationship Manager, Global Equity, VP | Alpharetta, GA

Morgan Stanley•Alpharetta, GA

13d•Onsite

About The Position

Morgan Stanley's Return to Work Program in Alpharetta is designed for experienced professionals who have taken a career break and are eager to re-enter the workforce. This 16-week paid program, running from January 18, 2027, to May 7, 2027, places participants in roles aligned with their expertise, offering comprehensive training, mentorship, and professional development. The program welcomes motivated candidates from diverse industries and backgrounds, valuing the unique skills and experiences they bring. The specific role of VP, Relationship Manager, Global Equity is within the Wealth Management division, specifically in the Corporate and Institutional Solutions (CIS) team. This team focuses on creating a consistent corporate and employee experience, engaging participants throughout their financial journey to deepen Morgan Stanley Wealth Management relationships. The approach is scalable, using an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation, and servicing to drive growth across client segments, including the Mass-Affluent, with new digital capabilities.

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
Ability to travel up to 25% of time within and outside North America
Individuals who have been out of the workforce for two or more years. The two-year eligibility requirement will be calculated as of the January 2027 program start date.

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
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