Return To Work - VP, Relationship Manager | Alpharetta

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

Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

Return to Work Program - Alpharetta

At Morgan Stanley, we recognize the immense potential in experienced professionals who have taken a career break and are now eager to return to the workforce. We value the life skills and experiences you've gained outside of work and recognize the significant contributions you can bring to our organization.

You don’t have to have a background in financial services to have a career with us. We welcome highly motivated candidates from a diverse range of industries and skills. We strive to create a spirit of inclusion by bringing together dedicated professionals with diverse backgrounds, talents, perspectives, cultural identities, and experiences.

Our Alpharetta Return to Work program will run from January 18, 2027 through May 7, 2027 in our Alpharetta office. This 16-week paid program places participants in roles that align with their existing expertise while also broadening their horizons through comprehensive training, mentorship, and professional development.

VP, Relationship Manager - Return to Work Candidates

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. This requisition is for Relationship Manager opportunities in Morgan Stanley’s Alpharetta-based Return to Work program.

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.

Program Duration

Return to Work programs will run for approximately 16 weeks from January 18, 2027 to May 7, 2027.

Eligibility Criteria:

This program is designed for individuals who have been out of the workforce for two or more years. The two-year eligibility requirement will be calculated as of the January 2027 program start date.

Applications open September 15 and close October 9, 2026.

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.

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.