Talent.com
Relationship Manager, AVP

Relationship Manager, AVP

Morgan StanleyPurchase, NY, US
8 days ago
Job type
  • Full-time
Job description

Relationship Manager

Morgan Stanley at Work ("MSAW") is a division within Morgan Stanley Wealth Management, comprised of E

  • Trade, Shareworks by Morgan Stanley, Marketing, Retirement Plan Solutions, and Financial Wellness. Our division offers in-depth knowledge and resources focused on providing a full range of solutions that help address various institutional and employee financial challenges and complexities.

The Relationship Manager (RM) position is responsible for the equity compensation relationship within the Wealth Management Client Segments division. They are responsible for partnering with the companies key administrative contacts (Stock Plan managers and analysts). They must possess a strong working knowledge of the plan and how the plan is established within the Morgan Stanley system. This will require the candidate to be responsible for the satisfaction of the service delivery for the corporate stock plan and ensure the plan is utilizing all the components of our services to enhance the efficiency of the delivery.

Service delivery within the corporate client expands beyond the primary administrative contacts. This will include individuals within human resources, benefits, compensation, and finance departments. A successful candidate must have excellent interpersonal skills, proven problem solving skills, a strong knowledge of equity compensation and ESPP plans, and an appreciation for the challenges that face todays administrators within the industry. Primary Responsibilities May Include :

  • Collaborate with others to assist clients and ensure all clients receive timely responses
  • Conduct regular business reviews to share product trends and enhancements along with detailed plan level statistics to update the client on plan health
  • Regular contact with clients to maintain a high level of personal interaction
  • Monitor client satisfaction through internal benchmarks as well as regularly inquiring about their level of satisfaction with the administration
  • Promoting and sharing best practices from our products and the industry on how to improve service and execution.
  • Align client requests and expectations with business needs and constraints while maintaining a positive relationship with client contacts
  • Coordinate new projects with client and internal team. Maintains and tracks an open items log and ensures client satisfaction and remediation for all items.
  • Engage with the various Morgan Stanley service support organizations to ensure awareness of plan rules and key events for adequate support
  • Keep open communications with internal business partners regarding plan events, open items, or key issues impacting the plan that may impact overall strategic plans for the company.
  • Maintain education of the industry and product by attending industry webcasts and Morgan Stanley promoted education forums; and share relevant information from the education sessions with the client base as applicable
  • Work with all colleagues professionally and respectfully by sharing information and aiding in high volume times when necessary.
  • Qualifications :

  • Bachelor's degree required along with 5-10 years of industry experience
  • A strong understanding of the executive compensation, stock plan, and ESPP industries
  • Excellent interpersonal and communications skills
  • Some travel will be required
  • Organizational skills to track and maintain open issues for multiple projects.
  • Ability to work under periods of extreme pressure with very tight time constraints, i.e. periods of unexpected high volume activity on major client event or a designated project.
  • Ability to make a case for difficult decisions and present to management.
  • Ability identify problems and articulate the concern both verbally and in written form to clearly communicate the item to internal and external stakeholders needed for resolution.
  • Comfortable in running a meeting and speaking in large groups
  • Certified Equity Professional designation and Shareworks experience a strong plus.
  • 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.
  • What You Can Expect From Morgan Stanley :

    We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

    Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

    Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

    It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

    Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).

    Create a job alert for this search

    Relationship Manager • Purchase, NY, US

    Related jobs
    • Promoted
    Client Relationship Manager

    Client Relationship Manager

    TP ICAPNew York, NY, US
    Full-time
    TP ICAP Group Americas Senior CRM Role.The TP ICAP Group is a world leading provider of market infrastructure.Our purpose is to provide clients with access to global financial and commodities marke...Show moreLast updated: 10 days ago
    • Promoted
    C&I Relationship ManagerNew York, NY

    C&I Relationship ManagerNew York, NY

    Piermont BankMaspeth, NY, US
    Full-time
    Piermont Bank is a digital commercial bank with a mission to serve fast growing companies at the speed they need.Entrepreneur-led and tech-forward, we offer a fully digital experience coupled with ...Show moreLast updated: 30+ days ago
    • Promoted
    Corporate Advisory and Banking Relationship Manager

    Corporate Advisory and Banking Relationship Manager

    Brown Brothers HarrimanNew York, NY, US
    Full-time
    Corporate Advisory & Banking Relationship Manager.At BBH, partnership is more than a form of ownershipit's our approach to business and relationships. We know that supporting your professional and p...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager, VP

    Relationship Manager, VP

    Morgan StanleyPurchase, NY, US
    Full-time
    Morgan Stanley at Work ("MSAW") is a division within Morgan Stanley Wealth Management, comprised of Shareworks by Morgan Stanley and Equity Edge Online, Marketing, Retirement Plan Solutions, and Fi...Show moreLast updated: 8 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    InformaNew York, NY, US
    Part-time
    Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. With decades-long expertise in the ...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Relationship Manager

    Senior Relationship Manager

    LGT Capital PartnersNew York, NY, US
    Full-time
    Institutional Business Development Role.LGT CP wishes to enhance its growing team by hiring a seasoned, client-focused individual to drive its institutional business development efforts in the US.T...Show moreLast updated: 30+ days ago
    • Promoted
    Corporate Banking Department-Customer Relationship Manager AVP / Associate

    Corporate Banking Department-Customer Relationship Manager AVP / Associate

    Bank of China Limited, New York BranchNew York, NY, United States
    Full-time
    Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions.Our long-term outlook, ins...Show moreLast updated: 4 days ago
    • Promoted
    Strategic Relationship Manager

    Strategic Relationship Manager

    ComcastNew York, NY, US
    Full-time
    Responsible for providing strategic account management and sales leadership for an assigned portfolio of strategic client group accounts. Helps guide operational efforts to meet / exceed financial goa...Show moreLast updated: 5 days ago
    • Promoted
    Commodity Business Center - Customer Relationship Manager AVP / Associate

    Commodity Business Center - Customer Relationship Manager AVP / Associate

    Bank of China USANew York, NY, US
    Temporary
    Job Opportunity At Bank Of China.Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and r...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Relationship Manager

    Associate Relationship Manager

    Flagstar BankNew York, NY, US
    Full-time
    Associate Relationship Manager.The Associate Relationship Manager is responsible for building and maintaining client relationships ensuring the highest level of customer service and support.This is...Show moreLast updated: 17 days ago
    • Promoted
    Senior Director, Sr. Relationship Manager

    Senior Director, Sr. Relationship Manager

    TIAAMelville, NY, US
    Full-time
    The Sr Relationship Manager plays a crucial role in our mission to deliver lifetime income to all, responsible for deepening client relationships and identifying sales opportunities within a large ...Show moreLast updated: 1 day ago
    • Promoted
    ICG Relationship Manager - Insurance Division - VP

    ICG Relationship Manager - Insurance Division - VP

    U.S. BancorpNew York, NY, US
    Full-time
    This is an exciting VP-level role within U.Bank's Institutional Client Group (ICG), which services our largest clients.The Relationship Manager (RM) manages relationships with Corporate Banking cus...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager (EGP)

    Relationship Manager (EGP)

    Bank of AmericaNew York, NY, US
    Full-time
    Merrill Wealth Management Financial Advisor Support.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companie...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Neuberger BermanNew York, NY, US
    Full-time
    As a member of a Private Asset Management (PAM) team within NB Private Wealth, the Relationship Manager is responsible for leading the overall relationship management strategy, approach, and execut...Show moreLast updated: 21 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Flagstar BankNew York, NY, US
    Full-time
    Job Summary : The Relationship Manager will be responsible for prospecting, building, on-boarding and maintaining banking relationships with bank clients. This role is key to driving business growth ...Show moreLast updated: 30+ days ago
    • Promoted
    AVP - Investor Relations

    AVP - Investor Relations

    NasdaqNew York, NY, US
    Full-time
    Nasdaq Investor Relations Manager.When you work at Nasdaq, you're working for more open and transparent markets so that more people can access opportunities. Connections can be made, jobs can be cre...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager II - C&IB

    Relationship Manager II - C&IB

    PNCNew York, NY, US
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship ManagerNew York

    Relationship ManagerNew York

    FlourishNew York, NY, US
    Full-time
    Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to more fully serve their clients and achieve better outcomes.We focus o...Show moreLast updated: 30+ days ago
    • Promoted
    Merrill Associate Client Relationship Manager

    Merrill Associate Client Relationship Manager

    Bank of AmericaNew York, NY, US
    Full-time
    Associate Client Relationship Manager (ACRM).Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ...Show moreLast updated: 28 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Capital OneWestbury, NY, US
    Full-time +1
    Are you a natural born people person who thrives on cultivating relationships with others? Does being a strategic thinker strike a chord with you? Look no further. a Relationship Manager Associate ...Show moreLast updated: 23 days ago