Private Wealth Management Institutional Consulting Relationship Manager

POSITION SUMMARY
Institutional Consulting Relationship Managers provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The InstitutionalConsulting Relationship Manager is a senior service level position for a Graystone Team who is
responsible for the proactive cultivation and maintenance of institutional client relationships. This role isresponsible for the development implementation and management of various team processes.
Graystone Consulting the institutional consulting business of Morgan Stanley has a simple mission: Tobe the industry standard in investment consulting services for sophisticated investors. GraystoneConsulting is a global leader and pioneer in the fiduciary management business. The business offers thevast resources of a global investment organization in a customized format tailored to address eachclients needs. Its tailored solutions help a variety of institutional clients including foundationsendowments educational institutions health care entities associations and other non-profitorganizations as well as corporations.

DUTIES and RESPONSIBILITIES:
Provides leadership and coordination for the development and implementation of client facingprocesses such as client onboarding etc.
Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationshipsthrough an exceptional client experience
Manage team client communications strategy
Assisting the FA/PWA/team in developing and delivering against their client service model includingpreparing for regular meetings as well as tracking follow-ups
Assisting the FA/PWA/team in developing and executing against their business plan and strategies tosupport it partnering closely with other market stakeholders such as Practice Strategy ConsultantsBusiness Development Managers and Branch Management
Focusing with the FA/PWA/team and other business partners to optimize business practiceefficiencies
Serve as a coordinator for business matters related to the team ensuring that they are directed tothe appropriate contact addressed properly efficiently and judiciously and track progress untilresolved
At the direction of the FA/PWA/team coordinates annual Trustee Education process
Ensures effective communication of information across the team

EDUCATION EXPERIENCE KNOWLEDGE and SKILLS:
Education and/or Experience
10 years of experience in a field relevant to the position required
Advanced degree or professional certification or prior industry experience required
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required

Additional product licenses may be requiredKnowledge/Skills
Strong leadership skills
Knowledge of financial services products including but not limited to equities bonds optionsmutual funds annuities insurance and managed accounts
Technically proficient and quick learner of new and updated platforms
Detail oriented with superior organizational skills and ability to prioritize
Expert knowledge of basic personal computer MS Office (particularly MS Excel) and internetapplications
Exceptional writing interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced evolving environment
Adaptable and ability to multi-task
Goal oriented self-motivated and results driven

Reports to:
Market Business Service Officer and/or Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between $120000 and $150000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion where individuals are hired developed and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate bringing a variety of backgrounds talents perspectives and experiences.

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