VP, Corporate Relationships & Equity Plan Solutions

Jobtailor; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley at Work is seeking an experienced Account Manager to oversee and grow corporate client relationships in the equity and share plan space. You will serve as the primary liaison, collaborate across market teams, and deliver business reviews with analytical insights.

Ideal candidates bring 3+ years in account management or client services, plus SIE, FINRA 7 & 63 licenses, and strong communication skills to navigate contracts, pricing, and service levels in a fast-paced environment.

Qualifications

• University degree or College diploma in Business, Economics or similar is required.
• Minimum 3 years in Account Management, Client Services, or Sales.
• Experience in the equity or share plan industry is required.
• Licenses: SIE, FINRA 7 & 63 are required.
• Excellent written and oral communication and presentation skills.
• Proven ability to work independently and manage numerous assignments concurrently.

Responsibilities

• Oversee, service, cultivate, and grow existing corporate client relationships.
• Act as the main point of contact for designated corporate clients.
• Interact with departments across private and public market teams within Morgan Stanley at Work.
• Build partnership-style relationships and maintain relationships with senior client contacts.
• Collaborate with client stakeholders to solve problems, build partnerships, and uncover opportunities.
• Conduct needs analyses and prepare specifications/gap analysis documents for new functionality requests.
• Deliver regular business reviews with thought leadership, plan-level analytics, and relevant enhancements.
• Inform clients about relevant new product functionality.
• Monitor client satisfaction through benchmarks, surveys, and relationship-manager check-ins.
• Foster client loyalty through interaction protocols and proactive retention initiatives.
• Interpret contracts and client exceptions related to pricing, plan management, and service-level commitments.
• Troubleshoot client queries with internal stakeholders and platforms.
• Conduct client meetings, demonstrations, training sessions, and user training sessions.
• Promote and share best practices to improve service efficiency and execution.

Skills

Account Management

Client Services

Analytical Skills

Problem-Solving

Excel

Word

Email

Internet

Education

University degree or College diploma in Business, Economics or similar

Tools

Excel

Word

Email

Internet

Job description

Morgan Stanley at Work is seeking an experienced Account Manager to oversee and grow corporate client relationships in the equity and share plan space. You will serve as the primary liaison, collaborate across market teams, and deliver business reviews with analytical insights.

Ideal candidates bring 3+ years in account management or client services, plus SIE, FINRA 7 & 63 licenses, and strong communication skills to navigate contracts, pricing, and service levels in a fast-paced environment.