Strategic Global Equity Relationship Manager

Morgan-Stanley; Alpharetta (GA); On-site; USD 70,000 - 110,000; Full time

Job summary

Morgan Stanley in Alpharetta is launching a Return to Work program for experienced professionals seeking to re-enter the workforce. The 16-week paid program places participants in roles aligning with their expertise while offering training, mentorship, and development opportunities.

As a Relationship Manager within Wealth Management, you will service and grow corporate client relationships, collaborate across teams, and deliver value through proactive account management, analytics, and client

Qualifications

• Bachelor's degree or higher in a related field.
• Experience in account management, client services, or sales is preferred.
• Licenses such as SIE, FINRA 7 & 63 are advantageous.

Responsibilities

• Oversee and grow corporate client relationships.
• Collaborate with internal teams to meet client needs.
• Conduct regular business reviews and provide analytics.

Skills

Relationship management

Account management

Client services

Sales

Excel

PowerPoint

Written & verbal communication

Education

University degree or College diploma in Business, Economics or similar

Tools

Excel

Word

PowerPoint

FINRA Licenses (SIE, Series 7, 63)

Job description

Morgan Stanley in Alpharetta is launching a Return to Work program for experienced professionals seeking to re-enter the workforce. The 16-week paid program places participants in roles aligning with their expertise while offering training, mentorship, and development opportunities.

As a Relationship Manager within Wealth Management, you will service and grow corporate client relationships, collaborate across teams, and deliver value through proactive account management, analytics, and client