Relationship Manager, VP

Jobtailor; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley at Work is seeking an experienced Account Manager to oversee and grow corporate client relationships in the equity and share plan space. You will serve as the primary liaison, collaborate across market teams, and deliver business reviews with analytical insights.

Ideal candidates bring 3+ years in account management or client services, plus SIE, FINRA 7 & 63 licenses, and strong communication skills to navigate contracts, pricing, and service levels in a fast-paced environment.

Qualifications

• University degree or College diploma in Business, Economics or similar is required.
• Minimum 3 years in Account Management, Client Services, or Sales.
• Experience in the equity or share plan industry is required.
• Licenses: SIE, FINRA 7 & 63 are required.
• Excellent written and oral communication and presentation skills.
• Proven ability to work independently and manage numerous assignments concurrently.

Responsibilities

• Oversee, service, cultivate, and grow existing corporate client relationships.
• Act as the main point of contact for designated corporate clients.
• Interact with departments across private and public market teams within Morgan Stanley at Work.
• Build partnership-style relationships and maintain relationships with senior client contacts.
• Collaborate with client stakeholders to solve problems, build partnerships, and uncover opportunities.
• Conduct needs analyses and prepare specifications/gap analysis documents for new functionality requests.
• Deliver regular business reviews with thought leadership, plan-level analytics, and relevant enhancements.
• Inform clients about relevant new product functionality.
• Monitor client satisfaction through benchmarks, surveys, and relationship-manager check-ins.
• Foster client loyalty through interaction protocols and proactive retention initiatives.
• Interpret contracts and client exceptions related to pricing, plan management, and service-level commitments.
• Troubleshoot client queries with internal stakeholders and platforms.
• Conduct client meetings, demonstrations, training sessions, and user training sessions.
• Promote and share best practices to improve service efficiency and execution.

Skills

Account Management

Client Services

Analytical Skills

Problem-Solving

Excel

Word

Email

Internet

Education

University degree or College diploma in Business, Economics or similar

Tools

Excel

Word

Email

Internet

Job description

• Oversee, service, cultivate, and grow existing corporate client relationships
• Act as the main point of contact for designated corporate clients
• Interact with departments across private and public market teams within Morgan Stanley at Work
• Build partnership-style relationships and maintain relationships with senior client contacts
• Collaborate with client stakeholders to solve problems, build partnerships, and uncover opportunities
• Conduct needs analyses and prepare specifications/gap analysis documents for new functionality requests
• Deliver regular business reviews with thought leadership, plan-level analytics, and relevant enhancements
• Inform clients about relevant new product functionality
• Monitor client satisfaction through benchmarks, surveys, and relationship-manager check-ins
• Foster client loyalty through interaction protocols and proactive retention initiatives
• Interpret contracts and client exceptions related to pricing, plan management, and service-level commitments
• Troubleshoot client queries with internal stakeholders and platforms
• Conduct client meetings, demonstrations, training sessions, and user training sessions
• 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 email, internet, Excel and Word
• Strong analytical, attention-to-detail, and problem-solving skills
• Comfortable in a fast-paced and evolving environment with ongoing learning and training opportunities
• Ability to travel up to 25% of time within North America

Core Competencies

Demonstrates expertise in Account Management and Client Services, with a strong focus on building and maintaining corporate client relationships. Proficient in conducting needs analyses, delivering business reviews, and interpreting contracts within the equity or share plan industry.

Highest-signal resume keywords

• Account Management
• Client Services
• Equity or Share Plan Industry Experience
• SIE, FINRA 7 & 63 Licenses
• Analytical and Problem-Solving Skills

Hard Skills

• Needs Analysis
• Gap Analysis
• Business Review Delivery
• Contract Interpretation
• Technical Concepts
• Excel
• Word

Soft Skills

• Excellent Communication Skills
• Attention to Detail
• Ability to Work Independently
• Proactive Client Engagement

Certifications & Qualifications

• SIE
• FINRA 7
• FINRA 63

Industry Keywords

• Corporate Client Relationships
• Client Satisfaction
• Service Efficiency
• Retention Initiatives

Tools & Technologies

• Email
• Internet