Relationship Manager, AVP

Morgan Stanley•Purchase, NY

About The Position

The Relationship Manager (RM), an AVP role within Morgan Stanley at Work and the Wealth Management Client Segments division, is responsible for equity compensation relationships. The RM partners with clients’ key administrative contacts, including directors and managers of stock plan administration teams, as well as stakeholders in human resources, benefits, compensation, and finance. The role is accountable for overall client satisfaction and helps clients use the components of Morgan Stanley’s offering to enhance the participant experience. The successful candidate brings strong knowledge of equity compensation and stock plans, relationship management skills, interpersonal and communication abilities, and a focus on the challenges facing today’s stock plan administrators. Some travel is required.

Requirements

Bachelor’s degree.
5–10 years of industry experience.
Strong understanding of the executive compensation and stock plan industries.
Excellent interpersonal and communication skills.
Organizational skills to track and maintain multiple projects.
Ability to work under periods of extreme pressure and very tight time constraints.
Ability to build a clear case for complex or difficult decisions and effectively present recommendations to management.
Ability to identify issues and clearly articulate concerns verbally and in writing to help internal and external stakeholders drive resolution.
Comfort running meetings and speaking to large groups.
Appropriate securities licenses: FINRA Series 7 and Series 63 or 66, or willingness to obtain them within 180 days of hire.
Strong working knowledge of Microsoft Office products.

Nice To Haves

Certified Equity Professional designation.

Responsibilities

Collaborate with other teams to ensure clients receive timely responses.
Deliver regular business reviews covering thought leadership, relevant enhancements, and detailed plan-level analytics.
Maintain regular contact with clients and a high level of personal interaction.
Monitor client satisfaction through internal benchmarks, surveys, and RM check-ins.
Promote and share efficiencies and best practices to improve service and execution.
Align client requests and expectations with business needs and constraints while maintaining positive client relationships.
Coordinate new projects with clients and internal teams.
Engage Morgan Stanley service support organizations to ensure strong service delivery execution.
Communicate with internal business partners about plan events and key issues affecting clients.
Attend industry webcasts and Morgan Stanley education forums, and share relevant information with clients and colleagues.
Collaborate professionally and respectfully with colleagues.