Executive Services Relationship Manager jobs in United States
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E*TRADE from Morgan Stanley · 5 months ago

Executive Services Relationship Manager

positionJersey City NJ Plaza 2
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$75K/yr - $110K/yr
date3+ years exp

E*TRADE from Morgan Stanley is a leading global financial services firm dedicated to providing exceptional client experiences. The Executive Services Relationship Manager will service high net-worth stock plan executives, offering guidance on equity compensation and broader financial solutions while building and maintaining trust and relationships with clients.

BankingFinanceFinancial Services

Responsibilities

Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth Management
Formulate and deliver solutions for executives’ inquiries, ranging from foundational education to more complex transactions
Establish relationships with assigned participants and corporate clients, identifying opportunities for business development
Engage with executives through outbound campaigns across the course of the participant lifecycle, introducing opportunities to connect to a financial advisor to access additional wealth and liquidity solutions where appropriate
Understand organizational structure to engage appropriate colleagues and teams across Virtual Client Solutions & Morgan Stanley to resolve problems and issues
Carry out responsibilities with attention and adherence to Morgan Stanley’s core values

Qualification

Series 7Series 63Relationship ManagementStock Plan ServicesWealth ManagementProblem resolutionTeam orientationInterpersonal skillsCommunication skills

Required

Active Licenses: Series 7 and Series 63
1-2 + years of client service experience within financial services

Preferred

3-5+ years of professional experience in Relationship Management, Stock Plan Services or Premium Services in the financial industry
Active Series 66 (or Series 63 and Series 65) OR the ability to obtain within 90 days in the role preferred
Education or training equivalent to BA/BS with a concentration in financial services field
Professional experience establishing relationships with their assigned executives and corporate client
Complete understanding of the securities industry, including equity and option trading
Experience with outstanding problem resolution, troubleshooting and training skills
Demonstrated strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation

Benefits

Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability
Other special perks reserved for our employees

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
dateFounded in 1982
location
Arlington, Virginia, USA
people-size1001-5000 employees
web-link
https://us.etrade.com/home

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Director and Customer Marketing
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Company data provided by crunchbase