Executive Wealth Relationship Manager

Morgan Stanley; Alpharetta (GA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Morgan Stanley in Alpharetta, Georgia is seeking an Executive Relationship Manager to provide exceptional service to high-net-worth executives, addressing their inquiries and managing complex equity plans.

The role requires a solid background in client service, relevant certifications, and excellent communication skills. This position offers comprehensive benefits, including medical, dental, and a robust 401(k) plan.

Qualifications

• At least 2 years of client service experience.
• FINRA Series 7 and 63 certifications.
• Experience in relationship management or stock plan services.

Responsibilities

• Provide white glove service to high-net-worth executives.
• Formulate solutions for client inquiries.
• Identify business development opportunities with corporate clients.

Skills

Client service experience

Knowledge of equity compensation

Organizational skills

Communication skills

Relationship management

Education

Bachelor’s degree

Job description

Morgan Stanley in Alpharetta, Georgia is seeking an Executive Relationship Manager to provide exceptional service to high-net-worth executives, addressing their inquiries and managing complex equity plans.

The role requires a solid background in client service, relevant certifications, and excellent communication skills. This position offers comprehensive benefits, including medical, dental, and a robust 401(k) plan.