Relationship Manager, Equity Compensation (Return-to-Work)

PowerToFly

Alpharetta (GA)

On-site

USD 120,000 - 150,000

Full time

14 days+
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Job summary

Morgan Stanley in Alpharetta is offering a Return to Work opportunity for experienced professionals re-entering the workforce. The 16-week paid program places you in roles aligned with your expertise while providing training, mentorship and professional development.

The Relationship Manager role focuses on equity compensation relationships within Wealth Management, partnering with stock plan administrators, HR and finance to deliver excellent client service and effective plan administration.

Qualifications

  • Bachelor’s degree and 5–10 years in the industry.
  • Strong understanding of executive compensation and stock plans.
  • Excellent interpersonal and communications skills.

Responsibilities

  • Collaborate with other teams to ensure timely client responses.
  • Deliver regular business reviews with insights and analytics.
  • Maintain high levels of personal client interaction.
  • Monitor client satisfaction through benchmarks and RM check-ins.
  • Promote best practices to improve service delivery.
  • Align client requests with business needs while maintaining relationships.
  • Coordinate new projects with clients and internal teams.
  • Engage with Morgan Stanley service groups to ensure strong delivery.
  • Communicate plan events and issues with internal partners.
  • Attend industry forums and share information with clients and colleagues.
  • Collaborate professionally with colleagues.

Skills

Relationship management
Equity compensation
Interpersonal skills
Communication skills
Travel willingness
Project management
Time management
Presentation skills
Stock plans knowledge
Strategic thinking

Education

Bachelor’s degree
Certified Equity Professional designation
FINRA Series 7/63/66 licenses (or willingness to obtain)

Tools

MS Office

Job description

Morgan Stanley in Alpharetta is offering a Return to Work opportunity for experienced professionals re-entering the workforce. The 16-week paid program places you in roles aligned with your expertise while providing training, mentorship and professional development.

The Relationship Manager role focuses on equity compensation relationships within Wealth Management, partnering with stock plan administrators, HR and finance to deliver excellent client service and effective plan administration.

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