Senior Relationship Manager, Equity Compensation AVP

704 Solium Capital, LLC; Alpharetta (GA); On-site; USD 85,000 - 140,000; Full time

Job summary

Morgan Stanley at Work is seeking a Relationship Manager to own the equity compensation relationship within the Wealth Management Client Segments. The RM will partner with Directors and Managers of Stock Plan Administration to ensure client satisfaction and maximize usage of our offering, enhancing the participant experience.

Applicants should have a Bachelor's degree with 5–10 years in equity compensation, excellent interpersonal and communication skills, and the ability to travel.

Qualifications

• Bachelor’s degree and 5–10 years of industry experience.
• Strong understanding of equity compensation and stock plans.
• Excellent interpersonal and communications skills.
• Some travel will be required.
• Certified Equity Professional designation.
• Appropriate securities licenses (FINRA Series 7, and 63 or 66) or willingness to obtain within 180 days of hire.
• Strong ability to build a case and present recommendations to management.

Responsibilities

• Collaboration with other teams to ensure timely responses to clients.
• Deliver regular business reviews with thought leadership and analytics.
• Maintain high levels of personal interaction with clients.
• Monitor client satisfaction through internal benchmarks and RM check-ins.
• Promote efficiencies and best practices to improve service and execution.
• Coordinate new projects with clients and internal teams.
• Engage with Morgan Stanley service groups to ensure strong service delivery.
• Communicate plan events and issues to internal partners.
• Attend industry webinars and Morgan Stanley education forums and share insights with clients.

Skills

Interpersonal skills

Communication skills

MS Office proficiency

Travel readiness

Education

Bachelor's degree

Tools

MS Office

Job description

Morgan Stanley at Work is seeking a Relationship Manager to own the equity compensation relationship within the Wealth Management Client Segments. The RM will partner with Directors and Managers of Stock Plan Administration to ensure client satisfaction and maximize usage of our offering, enhancing the participant experience.

Applicants should have a Bachelor's degree with 5–10 years in equity compensation, excellent interpersonal and communication skills, and the ability to travel.