Relationship Manager, VP

Socket.dev; Alpharetta (GA); On-site; USD 110,000 - 185,000; Full time

Job summary

Morgan Stanley is seeking a Relationship Manager to lead the equity compensation relationship within the Wealth Management Client Segments group. You will partner with stock plan administrators to ensure client satisfaction and maximize the value of our offerings.

The role emphasizes timely responses, regular business reviews with analytics, and proactive client interaction across HR, finance and benefits teams. Travel is required and CEP designation with securities licenses are highly valued.

Qualifications

• Bachelor’s degree required with 5–10 years of industry experience.
• Strong knowledge of equity compensation and stock plans.
• Excellent interpersonal and communication skills.
• Willingness to travel.

Responsibilities

• Collaborate with teams to ensure timely client responses.
• Deliver regular business reviews with insights and analytics.
• Maintain high levels of personal client interaction.
• Monitor client satisfaction via benchmarks and RM check-ins.
• Promote efficiencies and best practices to improve service delivery.

Skills

Interpersonal skills

Communication skills

Problem-solving

Organizational skills

Travel readiness

Client relationship management

Education

Bachelor’s degree

Certified Equity Professional designation

FINRA Series 7/63/66 licenses (or willingness to obtain within 180 days)

Tools

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 responses
• Delivering of regular business reviews to share thought leadership, relevant enhancements and detailed plan level analytics
• Regular contact with clients to maintain a high level of personal interaction
• Monitoring client satisfaction through internal benchmarks, surveys and RM check-ins
• Promoting and sharing efficiencies and best practices to improve service and execution
• Aligning client requests and expectations with business needs and constraints while maintaining a positive relationship with client contacts
• Coordinating new projects with clients and internal teams
• Engaging with various Morgan Stanley service support organizations to ensure strong execution of service delivery
• Communication with internal business partners regarding plan events and key issues impacting the client
• Attending industry webcasts and Morgan Stanley promoted education forums, sharing relevant information with clients and colleagues
• Collaborating with colleagues professionally and respectfully

Qualifications

• Bachelor’s degree required along with 5-10 years of industry experience
• A 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
• Ability to work under periods of extreme pressure with very tight time constraints
• 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.

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 $110,000 and $185,000 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 $110,000 and $185,000 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.