AVP, Equity Compensation Relationship Manager

Morgan Stanley; Sandy (UT); On-site; USD 85,000 - 140,000; Full time

Job summary

Morgan Stanley at Work (MSAW) is a division within Morgan Stanley Wealth Management, offering equity compensation and stock plan solutions. The Relationship Manager will partner with stock plan administrators, ensuring client satisfaction and effective use of our offerings to enhance participant experience.

The RM will interact with human resources, benefits, and finance teams, leveraging strong equity compensation knowledge and relationship management to deliver value, solve issues, and drive

Qualifications

• Bachelor’s degree required with 5–10 years of industry experience.
• Strong understanding of executive compensation and stock plan industries.
• Excellent interpersonal and communications skills.
• Some travel will be required.
• Ability to work under periods of extreme pressure with very tight time constraints.
• Demonstrates ability to present recommendations to management.
• Certified Equity Professional designation.
• Appropriate securities licenses required (FINRA Series 7, and 63 or 66) or willingness to be obtained within 180 days of hire.
• Strong working knowledge of MS Office products.

Responsibilities

• Collaborate with other teams to ensure timely responses for all clients.
• Deliver regular business reviews with thought leadership and detailed plan analytics.
• Maintain high level of personal interaction with clients.
• Monitor client satisfaction through benchmarks and RM check-ins.
• Promote efficiencies and best practices to improve service and execution.
• Coordinate new projects with clients and internal teams.
• Engage with Morgan Stanley service groups to ensure strong delivery of services.

Skills

Interpersonal skills

Communication skills

Problem-solving

Public speaking

Education

Bachelor’s degree

Certified Equity Professional

Tools

MS Office

Job description

Morgan Stanley at Work (MSAW) is a division within Morgan Stanley Wealth Management, offering equity compensation and stock plan solutions. The Relationship Manager will partner with stock plan administrators, ensuring client satisfaction and effective use of our offerings to enhance participant experience.

The RM will interact with human resources, benefits, and finance teams, leveraging strong equity compensation knowledge and relationship management to deliver value, solve issues, and drive