Relationship Manager - Equity Compensation Return-to-Work

Socket.dev; Alpharetta (GA); On-site; USD 120,000 - 180,000; Full time

Job summary

Morgan Stanley Alpharetta is seeking a VP, Relationship Manager for its Return to Work program, targeting experienced professionals re-entering the workforce. The RM will own equity compensation relationships within Wealth Management and collaborate with stock plan administrators.

The role emphasizes client satisfaction, cross-team collaboration, and delivering analytics and reviews. Travel may be required; candidates should have 5–10 years in equity compensation and securities licenses.

Qualifications

• Bachelor’s degree required with 5–10 years of industry experience.
• Strong understanding of the executive compensation and stock plan industries.
• Excellent interpersonal and communications skills.
• Some travel will be required.
• Organizational skills to track and maintain multiple projects.
• Demonstrates 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 groups.
• Certified Equity Professional designation.
• Appropriate 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.

Responsibilities

• Collaborate with other teams to ensure all clients receive timely responses.
• Deliver regular business reviews to share thought leadership, relevant enhancements and detailed plan level analytics.
• Maintain high levels of personal interaction with clients.
• Monitor client satisfaction through internal benchmarks, surveys, and RM check-ins.
• Promote and share efficiencies and best practices to improve service and execution.
• Align client requests with business needs while maintaining positive relationships.
• Coordinate new projects with clients and internal teams.
• Engage with Morgan Stanley service partners to ensure strong service delivery.
• Communicate with internal partners about plan events and key issues.
• Attend industry webcasts and Morgan Stanley education forums and share relevant information.

Skills

Interpersonal skills

Communication skills

Public speaking

Multitasking

Problem-solving

Education

Bachelor’s degree

Tools

MS Office

Job description

Morgan Stanley Alpharetta is seeking a VP, Relationship Manager for its Return to Work program, targeting experienced professionals re-entering the workforce. The RM will own equity compensation relationships within Wealth Management and collaborate with stock plan administrators.

The role emphasizes client satisfaction, cross-team collaboration, and delivering analytics and reviews. Travel may be required; candidates should have 5–10 years in equity compensation and securities licenses.