Relationship Manager, VP

Jobtailor; California (MO); On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor in the United States seeks a senior Client Relationship Manager to oversee equity compensation relationships within Wealth Management Client Segments. You will ensure client satisfaction, drive utilization of services, and coordinate with internal teams to deliver timely responses.

The role requires 5–10 years in the industry, CPA? CPR designation? Certified Equity Professional, and FINRA licenses. Travel may be required as part of relationship management and project coordination.

Qualifications

• Bachelor's degree required.
• 5-10 years of industry experience.
• Strong understanding of executive compensation and stock plan industries.
• Excellent interpersonal and communication skills.
• Some travel required.
• Organizational skills to track and maintain multiple projects.
• Ability to work under extreme pressure with tight time constraints.
• Ability to build clear cases for complex or difficult decisions and present recommendations to management.
• Ability to identify issues and articulate concerns verbally and in writing.
• Comfortable running meetings and speaking to large groups.
• Certified Equity Professional designation.
• Appropriate securities licenses required: FINRA Series 7 and Series 63 or 66, or willingness to obtain them within 180 days of hire.
• Strong working knowledge of Microsoft Office products.

Responsibilities

• Partner with Directors and Managers of Stock Plan Administration teams.
• Manage the equity compensation relationship within Wealth Management Client Segments.
• Ensure overall client satisfaction and maximize utilization of the firm's offering.
• Collaborate with teams to ensure timely client responses.
• Deliver regular business reviews featuring thought leadership and plan-level analytics.
• Maintain regular client contact and monitor satisfaction through benchmarks and RM check-ins.
• Promote efficiencies and best practices to improve service and execution.
• Align client requests with business needs and constraints.
• Coordinate new projects with clients and internal teams.
• Engage Morgan Stanley service support organizations to ensure effective service delivery.
• Communicate with internal partners about plan events and key client issues.
• Attend industry webcasts and Morgan Stanley education forums and share relevant information with clients and colleagues.
• Collaborate professionally and respectfully with colleagues.

Skills

Project Management

Plan-Level Analytics

Client Satisfaction Monitoring

Business Review Delivery

Decision-Making Presentation

Interpersonal Skills

Communication Skills

Organizational Skills

Problem-Solving Skills

Meeting Facilitation

Education

Bachelor's degree

Tools

Microsoft Office

Job description

• Partner with key administrative contacts, including Directors and Managers of Stock Plan Administration teams


• Manage the equity compensation relationship within the Wealth Management Client Segments division


• Ensure overall client satisfaction and maximize utilization of the firm's offering to enhance participant experience


• Collaborate with teams to ensure timely client responses


• Deliver regular business reviews featuring thought leadership, enhancements, and plan-level analytics


• Maintain regular client contact and monitor client satisfaction through benchmarks, surveys, and RM check-ins


• Promote efficiencies and best practices to improve service and execution


• Align client requests and expectations with business needs and constraints


• Coordinate new projects with clients and internal teams


• Engage Morgan Stanley service support organizations to ensure effective service delivery


• Communicate with internal business partners about plan events and key client issues


• Attend industry webcasts and Morgan Stanley education forums and share relevant information with clients and colleagues


• Collaborate professionally and respectfully with colleagues

Requirements

• Bachelor's degree required


• 5-10 years of industry experience


• Strong understanding of executive compensation and stock plan industries


• Excellent interpersonal and communication skills


• Some travel required


• Organizational skills to track and maintain multiple projects


• Ability to work under extreme pressure with tight time constraints


• Ability to build clear cases for complex or difficult decisions and present recommendations to management


• Ability to identify issues and articulate concerns verbally and in writing


• Comfortable running meetings and speaking to large groups


• Certified Equity Professional designation


• Appropriate securities licenses required: FINRA Series 7 and Series 63 or 66, or willingness to obtain them within 180 days of hire


• Strong working knowledge of Microsoft Office products

Core Competencies

Demonstrates expertise in executive compensation and stock plan management, with a strong focus on client satisfaction and effective communication. Proven ability to manage multiple projects under pressure while promoting best practices and efficiencies.

Highest-signal resume keywords

• Executive Compensation Expertise


• Stock Plan Management


• Certified Equity Professional


• FINRA Series 7 License


• FINRA Series 63 or 66 License

ATS Optimization Keywords

Hard Skills

• Project Management


• Plan-Level Analytics


• Client Satisfaction Monitoring


• Business Review Delivery


• Decision-Making Presentation

Soft Skills

• Interpersonal Skills


• Communication Skills


• Organizational Skills


• Problem-Solving Skills


• Meeting Facilitation

Certifications & Qualifications

• Certified Equity Professional


• FINRA Series 7 License


• FINRA Series 63 License


• FINRA Series 66 License

Industry Keywords

• Equity Compensation


• Stock Plan Administration


• Wealth Management


• Client Segments


• Service Delivery

Tools & Technologies

• Microsoft Office