Apply on Employer Site

E*TRADE from Morgan Stanley · 3 months ago

Relationship Manager, VP

Alpharetta, Georgia, United States of America

Full-time

Onsite

Mid, Senior Level

$110K/yr - $185K/yr

5+ years exp

E*TRADE from Morgan Stanley is a division within Morgan Stanley Wealth Management, focused on providing solutions for institutional and employee financial challenges. The Relationship Manager (RM) position is responsible for managing equity compensation relationships and ensuring service delivery satisfaction for corporate stock plans.

BankingFinanceFinancial Services

Responsibilities

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

Qualification

Equity compensation knowledgeESPP plans knowledgeCertified Equity ProfessionalPrivate Equity experienceOrganizational skillsMS Office proficiencyMeeting facilitationInterpersonal skillsCommunication skillsProblem solving skillsWork under pressure

Required

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

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

This position requires you to be on-site in the office at least 3 days per week