Relationship Manager, AVP

704 Solium Capital, LLC; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley is seeking a Relationship Manager for Corporate & Institutional Solutions (CIS) within Wealth Management. You will oversee, service, and grow designated corporate client relationships, acting as the main contact across private and public market teams to meet client expectations and sustain satisfaction.

You will partner with internal stakeholders to deliver solutions, conduct client meetings and reviews, and ensure alignment of client requests with business needs.

Qualifications

• Bachelor's degree or college diploma in Business, Economics or similar
• 3+ years in Account Management, Client Services, or Sales
• Experience in equity or share plan industry
• Licenses: SIE, FINRA 7 & 63
• Excellent written and oral communication and presentation skills
• Proven ability to work independently and manage multiple tasks
• Proficiency with common software (Excel, Word)
• Willingness to travel up to 25% in North America

Responsibilities

• Proactively build partnership-style relationships with senior client contacts
• Collaborate with client stakeholders to solve problems and uncover opportunities
• Conduct needs analyses and prepare specifications/gap analysis for new functionality
• Deliver regular business reviews with clients and share analytics and enhancements
• Keep clients informed of new product functionality relevant to plans
• Monitor client satisfaction using benchmarks and RM check-ins
• Align client requests with business needs while maintaining positive relationships
• Foster client loyalty through standard client interaction protocols and retention initiatives
• Understand and interpret contracts, pricing, and service level commitments
• Troubleshoot client queries with internal stakeholders and platforms
• Schedule client meetings, demonstrations, and user training as required
• Promote best practices to improve service efficiency and execution

Skills

Relationship management

Account management

Sales

Communication

Education

Bachelor's degree

Job description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile

Corporate and Institutional Solutions (CIS) is a division within Morgan Stanley Wealth Management comprised of Corporate & Digital Solutions, Morgan Stanley @ Work, Virtual Client Solutions, Reinvestment, and Strategic Client Management. The overall goal and vision of CIS is to create a corporate experience and a consistent corporate employee (“participant”) experience and to engage them throughout their financial life journey that will ultimately lead to a furthering and deepening of their Morgan Stanley Wealth Management relationships. Our approach will be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing. Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new digital capabilities.

Role Profile

Our employees have helped us get to where we are today; and as we continue to scale towards being the comparable leader in our industry, we are looking for a Relationship Manager. You will be responsible for overseeing, servicing, cultivating, and growing existing corporate client relationships toward mutual partnership and success. Acting as the main point of contact for designated corporate clients, you will interact with all departments across both the private and public market teams within Morgan Stanley at Work to ensure that client expectations are met and satisfaction levels are maintained.

Primary Responsibilities

• Proactively build “partnership” style relationships focusing on integration at all levels, maintaining relationship with senior client contacts
• Collaborate with various client stakeholders to solve problems, build strong partnerships, and uncover new opportunities
• Conduct ongoing needs analysis to determine appropriate services to meet client requirements; prepare specifications/gap analysis documents for client requests for new functionality
• Deliver regular business reviews with clients sharing thought leadership, plan-level analytics, and relevant enhancements
• Keep clients informed of new product functionality relevant to the client and their plan administration
• Monitor client satisfaction through internal benchmarks, surveys, and RM check-ins
• Aligning client requests and expectations with business needs while maintaining a positive relationships
• Foster client loyalty through Morgan Stanley at Work's standard client interaction protocols and proactive client retention initiatives including client meetings, corporate communications, quarterly partnership meetings, etc.
• Understand and interpret contracts and client exceptions related pricing, plan management, and service level commitments
• Troubleshoot ad hoc client queries by partnering with internal stakeholders and platforms.
• Conduct client meetings, demonstrations, training sessions, user training sessions, and other client requests as required.
• Promote and share best practices to improve service efficiency and execution

Requirements

• University degree or College diploma in Business, Economics or similar
• Minimum 3 years in an Account Management, Client Services, or Sales role
• Experience in the equity or share plan industry
• Licenses required; SIE, FINRA 7 & 63
• Excellent written and oral communication and presentation skills
• Proven ability to work independently and manage numerous assignments concurrently
• Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word
• Strong analytical, attention-to-detail, and problem-solving skills
• Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
• Ability to travel up to 25% of time within North America

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. 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. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.