Relationship Manager, AVP

Morgan-Stanley; Alpharetta (GA); On-site; USD 85,000 - 140,000; Full time

Job summary

Morgan Stanley is seeking an experienced Relationship Manager in the Alpharetta, GA area to own the equity compensation relationships within Wealth Management Client Segments. The role focuses on coordinating with stock plan administrators and other HR/finance stakeholders to enhance participant experiences.

Ideal candidates have a bachelor’s degree, 5–10 years in equity compensation, exceptional interpersonal skills, CPD designation, and FINRA licenses or willingness to obtain them within 180

Qualifications

• Bachelor’s degree required with 5–10 years of industry experience in equity compensation or stock plans.
• Strong knowledge of executive compensation and stock plan industries.
• Excellent interpersonal and communication skills.
• Some travel will be required.
• Certified Equity Professional designation.
• Securities licenses required (FINRA Series 7, and 63 or 66) or willingness to obtain within 180 days of hire.
• Strong working knowledge of MS Office products.

Responsibilities

• Collaborate with other teams to ensure clients receive timely responses.
• Deliver regular business reviews with thought leadership and plan- level analytics.
• Maintain high level of personal interaction with clients.
• Monitor client satisfaction through benchmarks and RM check-ins.
• Promote efficiencies and best practices to improve service and execution.
• Coordinate new projects with clients and internal teams.
• Engage Morgan Stanley service support organizations for strong service delivery.
• Communicate with internal partners about plan events and key issues.
• Attend industry webcasts and Morgan Stanley education forums.

Skills

Executive compensation knowledge

Relationship management

Interpersonal skills

Communication skills

MS Office proficiency

Public speaking

Education

Bachelor's degree

Certified Equity Professional designation

Tools

FINRA Series 7

FINRA 63/66

MS Office

Job description

Morgan Stanley at Work (“MSAW”) is a division within Morgan Stanley Wealth Management, comprised of E*Trade, Shareworks by Morgan Stanley, Marketing, Retirement Plan Solutions, and Financial Wellness. Our division offers in-depth knowledge and resources focused on providing a full range of solutions that help address various institutional and employee financial opportunities.The Relationship Manager (RM) position is responsible for the equity compensation relationship within the Wealth Management Client Segments division. They are responsible for partnering with a clients key administrative contacts (Directors and Managers of Stock Plan Administration teams). They must possess a strong working knowledge of equity compensation and relationship management. The Relationship Manager is responsible for the overall satisfaction of the client and will be instrumental in ensuring that the plan is utilizing the various components of our offering to enhance the participant experience.Service delivery within the corporate client expands beyond the primary administrative contacts. This will include individuals within human resources, benefits, compensation, and finance departments. A successful candidate must have excellent interpersonal skills, proven problem-solving skills, a strong knowledge of equity compensation and stock plans, and a focus on the challenges that face todays administrators.Primary Responsibilities May Include:Collaboration with other teams to ensure all clients receive timely responsesDelivering of regular business reviews to share thought leadership, relevant enhancements and detailed plan level analyticsRegular contact with clients to maintain a high level of personal interactionMonitoring client satisfaction through internal benchmarks, surveys and RM check-insPromoting and sharing efficiencies and best practices to improve service and executionAligning client requests and expectations with business needs and constraints while maintaining a positive relationship with client contactsCoordinating new projects with clients and internal teamsEngaging with various Morgan Stanley service support organizations to ensure strong execution of service deliveryCommunication with internal business partners regarding plan events and key issues impacting the clientAttending industry webcasts and Morgan Stanley promoted education forums, sharing relevant information with clients and colleaguesCollaborating with colleagues professionally and respectfullyQualificationsBachelor’s degree required along with 5-10 years of industry experienceA strong understanding of the executive compensation and stock plan industriesExcellent interpersonal and communications skillsSome travel will be requiredOrganizational skills to track and maintain multiple projectsAbility to work under periods of extreme pressure with very tight time constraintsDemonstrates the ability to build a clear case for complex or difficult decisions and effectively present recommendations to management.Ability to identify issues and clearly articulate concerns, both verbally and in writing, enabling effective communication with internal and external stakeholders to drive resolution.Comfortable running meetings and speaking to large groupsCertified Equity Professional designationAppropriate securities licenses required (FINRA Series 7, and 63 or 66) or willingness to be obtained within 180 days of hire.A strong working knowledge of MS office products.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 $85,000 and $140,000 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.FOR NEW YORK:Expected base pay rates for the role will be between $85,000 and $140,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .