Premier Relationship Manager

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

Job summary

A leading financial services firm is seeking a Priority Relationship Manager in Los Angeles to deliver exceptional service to clients and build strong relationships. The role requires 1+ years of experience in financial services and relevant registrations. The company offers a competitive salary between $75,000 and $110,000 per year, along with various incentive programs. Candidates must possess strong communication skills, technical aptitude, and a desire to excel in a fast-paced environment.

Qualifications

• 1+ year of financial services experience required.
• Registrations: Series 7, Series 63, Mass Registration.

Responsibilities

• Deliver exceptional service to E*TRADE Priority clients.
• Identify referral opportunities for Morgan Stanley advisors.
• Educate clients on E*TRADE platforms.

Skills

Business development

Marketing skills

Client relationship management

Technical aptitude

Organizational skills

Communication skills

Team collaboration

Education

Bachelor’s Degree (preferred)

Tools

CRM tools

Job description

Priority Relationship Manager – Morgan Stanley

Deliver an industry‑leading client experience as an E*TRADE Priority Relationship Manager, cultivating and deepening client relationships with exceptional, high‑touch service. Assist and connect clients with the full scope of benefits, products, and services that E*TRADE from Morgan Stanley offers to meet their financial needs.

Role Responsibilities

• Deliver exceptional service while building and cultivating relationships with E*TRADE Priority clients.
• Develop a thorough understanding of all Morgan Stanley products and services while identifying opportunities to deliver the firm to high‑priority clients.
• Act as a liaison between internal support teams and stakeholders to ensure client inquiries, requests, and complex needs are addressed in a timely manner.
• Exceed client expectations and meet specific objectives related to onboarding, deepening, and retaining 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 to solve client needs.
• Educate and guide clients on E*TRADE platforms, demonstrating how to navigate and maximize all aspects of our offering.
• Constantly seek ways to improve overall performance, customer satisfaction, and the entire customer experience while considering impact on firm costs.

Role Differentiators

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

Minimum Qualifications

• Minimum 1+ year of financial services experience.
• Registrations: Series 7, Series 63, Mass Registration.

Preferred Skills

• Excellent business development and marketing skills with a desire to consistently achieve top results.
• Experience in understanding the financial needs of retail brokerage clientele.
• Strong technical aptitude to navigate various financial services and CRM tools.
• Highly collaborative in a team‑oriented environment.
• Excellent organizational and time‑management skills, able to work in a fast‑paced environment while handling multiple tasks.
• Dedicated to exceeding client expectations, passionate about excellence, with outstanding oral, written communication and presentation skills.
• Demonstrates positive initiative, leadership, and comfort working in a fast‑paced environment.
• Bachelor’s Degree preferred (not required).

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – guide our decisions every day.

Compensation

Expected base pay: $75,000–$110,000 per year at commencement of employment, with possible commission earnings, incentive compensation, discretionary bonuses, long‑term incentive packages, and other Morgan Stanley‑sponsored benefit programs.

Equal Employment Opportunity Statement

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). We provide equal employment opportunity without discrimination on the basis of race, color, religion, creed, age, sex, gender identity or expression, 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.

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Sales and Business Development