Premier Relationship Manager

Morgan Stanley; San Diego (CA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for advancement

Diverse and inclusive workplace

Job summary

A leading financial services provider seeks an E*TRADE Premier Relationship Manager in San Diego, California. This role involves cultivating relationships with high-value clients, delivering excellent service, and understanding diverse financial products. Candidates should have over a year of financial services experience, relevant registrations, and strong skills in business development, CRM tools, and effective communication. There's a competitive compensation package, inclusive of potential bonuses and comprehensive benefits.

Qualifications

• 1+ years of financial services experience required.
• Must hold Series 7, Series 63, and Mass Registration.

Responsibilities

• Deliver service while building relationships with E*TRADE Premier clients.
• Develop understanding of all Morgan Stanley products.
• Act as a liaison between internal teams and clients.
• Meet objectives related to client onboarding and retention.
• Identify new asset opportunities from E*TRADE clients.
• Collaborate with Financial Advisors for client needs.
• Guide clients on E*TRADE platforms for efficiency.
• Improve customer experience and satisfaction continuously.

Skills

Business development skills

Financial needs understanding

Technical aptitude

Collaborative teamwork

Organizational skills

Communication skills

Leadership initiative

Education

Bachelor’s Degree

Tools

Client relationship management (CRM) tools

Job description

Position Summary

E*TRADE Premier Relationship Manager aims to deliver an industry leading client experience for both existing and prospective clients, while assisting and connecting clients with the full scope of benefits, products, and services that E*TRADE from Morgan Stanley has to offer to meet their financial needs. The E*TRADE Premier Relationship Manager is responsible for cultivating and deepening client relationships, through exceptional, high‑touch service for E*TRADE’s most valued clients.

Role Responsibilities

• Deliver exceptional service while building and cultivating relationships with our E*TRADE Premier clients
• Develop a thorough understanding of all Morgan Stanley products and services while identifying opportunities to deliver the firm to our high priority clients
• Act as a liaison between internal support teams and stakeholders to ensure client’s inquiries, requests, and complex needs are addressed in a timely fashion
• Exceed all client expectations and meet specific objectives related to the onboarding, deepening, and retaining of client relationships through fact finding and education
• Identify and gather net new assets from existing E*TRADE clients and prospects
• Identify referral opportunities for advice to a Morgan Stanley advisor and collaborate with Financial Advisors as they work to solve for client needs
• Educate and guide clients on the E*TRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offering
• Constantly look at ways to improve overall performance, customer satisfaction and the entire customer experience while considering impact to firm costs

Role Differentiators

• Service Households with 250K - $1MM AUM with Total Wealth of $1million+
• Book of business established by engaging opportunities from daily outbound call efforts to build and deepen relationships

Minimum Qualifications

• Minimum Years of Experience: 1+ years of financial services experience
• Registrations: Series 7, Series 63, Mass Registration

Preferred Skills

• Possess excellent business development and marketing skills and desire to consistently achieve top results
• Experience in understanding the financial needs of the retail brokerage clientele
• Strong technical aptitude to navigate a variety of financial services and client relationship management (‘CRM’) tools
• Highly collaborative in a team‑oriented environment
• Excellent organizational and time management skills, and ability to work in a fast‑paced environment while handling multiple tasks
• Must be dedicated to exceeding client expectations, have a passion for excellence, with outstanding oral, written communication and presentation skills
• Ability to demonstrate positive initiative, leadership, and comfort working in a fast‑paced environment
• Bachelor’s Degree preferred

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

For California

Expected base pay rates for the role will be between $75,000.00 and $110,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).