Relationship Manager, Global Equity VP

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices in 43 countries.

As a market leader the talent and passion of our people is critical to our success. Together we share a common set of values rooted in integrity excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn to achieve and grow. A philosophy that balances personal lifestyles perspectives and needs is an important part of our culture.

Department Profile

Corporate and Institutional Solutions (CIS) is a division within Morgan Stanley Wealth Management comprised of Corporate & Digital Solutions Morgan Stanley @ Work Virtual Client Solutions Reinvestment and Strategic Client Management. The overall goal and vision of CIS is to create a corporate experience and a consistent corporate employee (participant) experience and to engage them throughout their financial life journey that will ultimately lead to a furthering and deepening of their Morgan Stanley Wealth Management relationships. Our approach will be highly scalable leveraging an omni-channel strategy with an emphasis on messaging onboarding cross-selling activation and servicing. Our goal will be to drive growth across all client segments including the Mass-Affluent with new digital capabilities.

Role Profile

Our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry we are looking for aRelationship Manager. You will be responsible for overseeing servicing cultivating and growing existing corporate client relationships toward mutual partnership and as the main point of contact for designated corporate clients you will interact with all departments across both the private and public market teams within Morgan Stanley at Work to ensure that client expectations are met and satisfaction levels are maintained.

Primary Responsibilities

• Proactively build partnership style relationships focusing on integration at all levels maintaining relationship with senior client contacts
• Collaborate with various client stakeholders to solve problems build strong partnerships and uncover new opportunities
• Conduct ongoing needs analysis to determine appropriate services to meet client requirements; prepare specifications/gap analysis documents for client requests for new functionality
• Deliver regular business reviews with the Director Account Management sharing thought leadership plan-level analytics and relevant enhancements
• Keep clients informed of new productfunctionality relevant to the client and their plan administration
• Monitor client satisfaction through internal benchmarks surveys and RM check-ins
• Aligning client requests and expectations with business needs while maintaining a positive relationships
• Foster client loyalty through Morgan Stanley at Works standard client interaction protocols and proactive client retention initiatives including client meetings corporate communications quarterly partnership meetings etc.
• Understand and interpret contracts and client exceptions related pricing plan management and service level commitments
• Troubleshoot ad hoc client queries by partnering with internal stakeholders and platforms.
• Conduct client meetings demonstrations training sessions user training sessions and other client requests as required.
• Promote and share best practices to improve service efficiency and execution

Requirements

• University degree or College diploma in Business Economics or similar
• Minimum 3 years in an Account Management Client Services or Sales role
• Experience in the equity or share plan industry including group and retirement plans would be an asset
• Licenses required; SIE FINRA 7 & 63
• Excellent written and oral communication and presentation skills
• Proven ability to work independently and manage numerous assignments concurrently
• Demonstrated competency with common technology and technical concepts including but not limited to email internet Excel and Word
• Strong analytical attention-to-detail and problem-solving skills
• Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
• Ability to travel up to 25% of time within and outside North America

Morgan Stanleys 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).

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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FOR CALIFORNIA:

Expected base pay rates for the role will be between $110000 and $185000 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.

FOR NEW YORK:

Expected base pay rates for the role will be between $110000 and $185000 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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