Equity Compensation Relationship Lead

Morgan-Stanley; Town of Islip (NY); On-site; USD 85,000 - 140,000; Full time

Job summary

Morgan Stanley at Work (MSAW) seeks a Relationship Manager to oversee the equity compensation relationship within Wealth Management. You will partner with stock plan administrators and HR teams to drive client satisfaction, deliver analytics and lead regular business reviews.

The successful candidate will bring deep knowledge of equity compensation, exceptional communication skills, and the ability to manage multiple projects under tight timelines.

Qualifications

• Bachelor’s degree required with 5–10 years of industry experience.
• Strong understanding of executive compensation and stock plan industries.
• Certified Equity Professional designation preferred.
• Appropriate securities licenses (FINRA 7 and 63/66) or willingness to obtain within 180 days.

Responsibilities

• Collaborate with internal teams to ensure timely client responses.
• Deliver regular business reviews with thought leadership and analytics.
• Maintain high client contact to sustain a personal relationship.
• Monitor client satisfaction via benchmarks, surveys and RM check-ins.
• Promote efficiencies and best practices to improve service delivery.
• Coordinate client requests with business needs and constraints.
• Engage Morgan Stanley service organizations to ensure strong execution.
• Communicate key issues and plan events with internal partners.
• Attend industry forums and Morgan Stanley education sessions with clients.

Skills

Equity compensation knowledge

Relationship management

Interpersonal skills

Communications

Project coordination

MS Office

Travel willingness

Education

Bachelor’s degree

Tools

CRM systems

MS Office

Job description

Morgan Stanley at Work (MSAW) seeks a Relationship Manager to oversee the equity compensation relationship within Wealth Management. You will partner with stock plan administrators and HR teams to drive client satisfaction, deliver analytics and lead regular business reviews.

The successful candidate will bring deep knowledge of equity compensation, exceptional communication skills, and the ability to manage multiple projects under tight timelines.