AVP, Strategic Corporate Relationship Manager

704 Solium Capital, LLC; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley is seeking a Relationship Manager for Corporate & Institutional Solutions (CIS) within Wealth Management. You will oversee, service, and grow designated corporate client relationships, acting as the main contact across private and public market teams to meet client expectations and sustain satisfaction.

You will partner with internal stakeholders to deliver solutions, conduct client meetings and reviews, and ensure alignment of client requests with business needs.

Qualifications

• Bachelor's degree or college diploma in Business, Economics or similar
• 3+ years in Account Management, Client Services, or Sales
• Experience in equity or share plan industry
• Licenses: SIE, FINRA 7 & 63
• Excellent written and oral communication and presentation skills
• Proven ability to work independently and manage multiple tasks
• Proficiency with common software (Excel, Word)
• Willingness to travel up to 25% in North America

Responsibilities

• Proactively build partnership-style relationships with senior client contacts
• Collaborate with client stakeholders to solve problems and uncover opportunities
• Conduct needs analyses and prepare specifications/gap analysis for new functionality
• Deliver regular business reviews with clients and share analytics and enhancements
• Keep clients informed of new product functionality relevant to plans
• Monitor client satisfaction using benchmarks and RM check-ins
• Align client requests with business needs while maintaining positive relationships
• Foster client loyalty through standard client interaction protocols and retention initiatives
• Understand and interpret contracts, pricing, and service level commitments
• Troubleshoot client queries with internal stakeholders and platforms
• Schedule client meetings, demonstrations, and user training as required
• Promote best practices to improve service efficiency and execution

Skills

Relationship management

Account management

Sales

Communication

Education

Bachelor's degree

Job description

Morgan Stanley is seeking a Relationship Manager for Corporate & Institutional Solutions (CIS) within Wealth Management. You will oversee, service, and grow designated corporate client relationships, acting as the main contact across private and public market teams to meet client expectations and sustain satisfaction.

You will partner with internal stakeholders to deliver solutions, conduct client meetings and reviews, and ensure alignment of client requests with business needs.