Return To Work - VP, Relationship Manager | Alpharetta

Morgan StanleyAlpharetta, GA
Onsite

About The Position

Morgan Stanley is a global leader in financial services with a history dating back to 1935. The Return to Work program in Alpharetta is designed for experienced professionals who have taken a career break and wish to re-enter the workforce. This 16-week paid program, running from January 18, 2027, to May 7, 2027, offers participants roles aligned with their expertise, complemented by training, mentorship, and professional development. The program welcomes candidates from diverse industries and backgrounds, valuing the unique skills and experiences they bring. The VP, Relationship Manager role is within the Morgan Stanley at Work (MSAW) division, specifically focusing on equity compensation relationships within Wealth Management Client Segments. The Relationship Manager will partner with key client administrative contacts, such as Directors and Managers of Stock Plan Administration teams, and must possess a strong understanding of equity compensation and relationship management. The primary goal is to ensure overall client satisfaction and optimize the utilization of Morgan Stanley's offerings to enhance the participant experience. Service delivery extends to human resources, benefits, compensation, and finance departments, requiring excellent interpersonal and problem-solving skills, a deep knowledge of equity compensation and stock plans, and an understanding of the challenges faced by administrators.

Requirements

  • Bachelor’s degree required
  • 5-10 years of industry experience
  • A strong understanding of the executive compensation and stock plan industries
  • Excellent interpersonal and communications skills
  • Some travel will be required
  • Organizational skills to track and maintain multiple projects
  • Ability to work under periods of extreme pressure with very tight time constraints
  • Demonstrates the 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, both verbally and in writing, enabling effective communication with internal and external stakeholders to drive resolution.
  • Comfortable running meetings and speaking to large groups
  • Appropriate securities licenses required (FINRA Series 7, and 63 or 66) or willingness to be obtained within 180 days of hire.
  • A strong working knowledge of MS office products.

Nice To Haves

  • Certified Equity Professional designation

Responsibilities

  • Collaboration with other teams to ensure all clients receive timely responses
  • Delivering of regular business reviews to share thought leadership, relevant enhancements and detailed plan level analytics
  • Regular contact with clients to maintain a high level of personal interaction
  • Monitoring client satisfaction through internal benchmarks, surveys and RM check-ins
  • Promoting and sharing efficiencies and best practices to improve service and execution
  • Aligning client requests and expectations with business needs and constraints while maintaining a positive relationship with client contacts
  • Coordinating new projects with clients and internal teams
  • Engaging with various Morgan Stanley service support organizations to ensure strong execution of service delivery
  • Communication with internal business partners regarding plan events and key issues impacting the client
  • Attending industry webcasts and Morgan Stanley promoted education forums, sharing relevant information with clients and colleagues
  • Collaborating with colleagues professionally and respectfully

Benefits

  • Comprehensive employee benefits and perks in the industry
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