Senior Executive Relationship Advisor

E*TRADE from Morgan Stanley; Sandy (UT); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental and Vision

Paid time off

401(k) and retirement benefits

Job summary

Morgan Stanley is seeking an Executive Relationship Manager to serve high-net-worth executives within the Workplace segment. You will provide white-glove service, educate clients on equity compensation, and coordinate advisory solutions and banking offerings to maximize value.

The role focuses on building trusted relationships with executives and corporate clients, managing a book of participants, and collaborating with Morgan Stanley teams to ensure superior service.

Qualifications

• Minimum 2 years of client service experience.
• FINRA Series 7 and 63 (or equivalent) and active registration in all states.

Responsibilities

• Drive industry-leading service culture with deep equity compensation knowledge and wealth management awareness.
• Deliver solutions for Executives’ inquiries, from foundational education to complex transactions.
• Establish relationships with a book of participants and corporate clients; identify business development opportunities.
• Support high-value participants (domestic and international) with complex equity plans on Shareworks and Equity Edge.
• Educate participants on the intricacies of 10b5-1 plans and Morgan Stanley products.
• Act as a liaison between internal support teams to ensure timely service and meet client needs.
• Mitigate risk by adhering to policies and procedures for a secure environment.
• Manage high volumes of client interactions with strong organizational skills and schedule discipline.

Skills

Client service

FINRA Series 7/63

Job description

Morgan Stanley is seeking an Executive Relationship Manager to serve high-net-worth executives within the Workplace segment. You will provide white-glove service, educate clients on equity compensation, and coordinate advisory solutions and banking offerings to maximize value.

The role focuses on building trusted relationships with executives and corporate clients, managing a book of participants, and collaborating with Morgan Stanley teams to ensure superior service.