Elite Executive Relationship Manager

E*TRADE from Morgan Stanley; Alpharetta (GA); On-site; USD 90,000 - 110,000; Full time

Job summary

Morgan Stanley is seeking an Executive Relationship Manager to provide premium service to high-net-worth Workplace executives. You will offer education, advisory solutions, and referrals to Financial Advisors, ensuring a white-glove experience across equity compensation and wealth management products.

Responsibilities include building relationships with executives, handling complex equity plans on Shareworks and Equity Edge, and coordinating with internal teams to deliver timely service while

Qualifications

• Minimum 2 years of client service experience.
• FINRA Series 7 and 63 (or equivalent), and ability to be registered in all states and territories.

Responsibilities

• Drive industry-leading service culture for executives and participants.
• Provide education and solutions on equity compensation and wealth management products.
• Establish relationships with a book of participants and corporate clients.
• Support high-value participants with complex equity plans on Shareworks and Equity Edge.
• Educate on 10b5-1 plans.
• Coordinate with internal teams to meet client needs and manage risk.

Skills

Client service

FINRA Series 7/63

Stock Plan Services

Relationship management

Organization

Executive Relationship Management

Tools

Shareworks

Equity Edge

Job description

Morgan Stanley is seeking an Executive Relationship Manager to provide premium service to high-net-worth Workplace executives. You will offer education, advisory solutions, and referrals to Financial Advisors, ensuring a white-glove experience across equity compensation and wealth management products.

Responsibilities include building relationships with executives, handling complex equity plans on Shareworks and Equity Edge, and coordinating with internal teams to deliver timely service while