Relationship Manager, VP

Relationship Manager

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 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 MSAW. 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 quarterly 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 :

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).