Elite Executive Client Advisor

E*TRADE from Morgan Stanley

Tampa (FL)

On-site

USD 90,000 - 110,000

Full time

2 hours ago

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Job summary

Morgan Stanley’s E*TRADE Premium and Specialty Client Solutions (ETPS) seeks an Executive Relationship Manager to serve high-net-worth Workplace executives with white-glove service, building trust and expanding advisory solutions, managed money, and banking referrals.

You will manage a book of executives domestically and internationally, educate on equity compensation, Shareworks and Equity Edge platforms, and coordinate with internal teams to deliver timely, compliant outcomes while upholding

Qualifications

Minimum 2 years of client service experience.
FINRA Series 7 and 63 licenses and ability to be registered in all states and territories.
Experience in Relationship Management, Stock Plan Services or Premium Services is a plus.

Responsibilities

Drive industry leading service culture for Executives.
Provide education on equity compensation and Wealth Management value proposition.
Formulate and deliver solutions for Executives’ inquiries and transactions.
Establish relationships with a book of participants and corporate clients.
Support high-value participants with complex equity plans on Shareworks and Equity Edge.
Educate participants on 10b5-1 plans and Morgan Stanley products and services.
Coordinate with internal teams to ensure timely, compliant service.