Senior Manager, Premier Relationship Management

Morgan Stanley; Alpharetta (GA); On-site; USD 110,000 - 190,000; Full time

Job summary

Morgan Stanley in the United States seeks a Premier RM Senior Manager to oversee service and relationship management for existing and prospective clients. You will coach teams to achieve daily, weekly, monthly, and annual targets while driving growth and client satisfaction.

The role requires a Bachelor’s degree and securities registrations; SIE, Series 7/66/9/10 or equivalent. Expect a dynamic, metrics-driven environment with strong client focus.

Qualifications

• Bachelor’s degree required (Finance/Business preferred)
• SIE, Series 7, Series 66, Series 9/10 or equivalent, Mass Registration, Trader Certification

Responsibilities

• Improve bottom-line performance and client experience across end-to-end process.
• Deliver results in retention, NNA, banking and referral conversion.
• Coach and develop leaders to improve results.
• Forecasting, scorecards and gap-to-goal actions to manage targets.
• Collaborate with Platforms, Marketing, WFM, P2A, A&D, and Risk/Compliance.
• Expand share of wallet by connecting clients to relevant solutions.
• Strengthen controls and ensure compliance with policies and regulations.
• Identify, recruit, and retain key talent.

Skills

Leadership

Executive presence

Client-first mindset

Securities industry knowledge

Education

Bachelor's degree (Finance/Business preferred)

Job description

Position Summary

The Premier RM Senior Manager will be accountable for the service and relationship management delivered to both existing and prospective clients. The Senior Manager will provide coaching and support that leads to the career growth of the team. Additionally, the Senior Manager will oversee team managers and assure their teams meet targets for daily, weekly, monthly, and annual performance metrics.

Role Responsibilities

• Must focus on bottom-line performance and explore ways to improve overall performance and client satisfaction along with the end-to-end client experience.
• Deliver results across retention, NNA, Banking and referral conversion—while protecting client experience and risk standards.
• Set a performance culture with clear expectations; coach and develop leaders to improve results.
• Convert goals into priorities, activity standards, and operating rhythm; manage to target via forecasting, scorecards, and gap-to-goal actions.
• Partner with Platforms, Marketing, WFM, P2A, A&D, and Risk/Compliance to improve outcomes.
• Expand share of wallet by connecting clients to relevant solutions (as appropriate).
• Strengthen controls and supervision; ensure compliance with policies, procedures, and regulatory requirements.
• Can identify, recruit, develop and retain key talent.

Minimum Qualifications

• Required Education: Bachelor’s Degree (Finance/Business preferred)
• Registrations: SIE, Series 7, Series 66, Series 9/10 or equivalent, Mass Registration, Trader Certification
• Minimum Years of Experience: 8+ years of financial services client experience
• To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

Preferred Skills

• Prior leadership experience, with demonstrated ability to deliver results tied to growth, retention, and conversion
• Strong executive presence; ability to drive performance through influence in a fast-paced, metric-driven environment
• Exceptional client-first mindset and communication skills (written and verbal) with strong sales instincts and follow-through
• Strong understanding of the securities industry and operational/risk discipline

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 $110,000.00 and $190,000.00 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.