VP, Equity Compensation Relationship Manager — Strategic Partner

Socket.dev

Alpharetta (GA)

On-site

USD 110,000 - 185,000

Full time

12 days ago
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Job summary

Morgan Stanley is seeking a Relationship Manager to lead the equity compensation relationship within the Wealth Management Client Segments group. You will partner with stock plan administrators to ensure client satisfaction and maximize the value of our offerings.

The role emphasizes timely responses, regular business reviews with analytics, and proactive client interaction across HR, finance and benefits teams. Travel is required and CEP designation with securities licenses are highly valued.

Qualifications

  • Bachelor’s degree required with 5–10 years of industry experience.
  • Strong knowledge of equity compensation and stock plans.
  • Excellent interpersonal and communication skills.
  • Willingness to travel.

Responsibilities

  • Collaborate with teams to ensure timely client responses.
  • Deliver regular business reviews with insights and analytics.
  • Maintain high levels of personal client interaction.
  • Monitor client satisfaction via benchmarks and RM check-ins.
  • Promote efficiencies and best practices to improve service delivery.

Skills

Interpersonal skills
Communication skills
Problem-solving
Organizational skills
Travel readiness
Client relationship management

Education

Bachelor’s degree
Certified Equity Professional designation
FINRA Series 7/63/66 licenses (or willingness to obtain within 180 days)

Tools

MS Office

Job description

Morgan Stanley is seeking a Relationship Manager to lead the equity compensation relationship within the Wealth Management Client Segments group. You will partner with stock plan administrators to ensure client satisfaction and maximize the value of our offerings.

The role emphasizes timely responses, regular business reviews with analytics, and proactive client interaction across HR, finance and benefits teams. Travel is required and CEP designation with securities licenses are highly valued.

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