VP Relationship Manager — Corporate Client Partnerships

Morgan Stanley; Purchase (NY); On-site; USD 115,000 - 180,000; Full time

Job summary

Morgan Stanley is seeking a Relationship Manager to oversee, service, and grow existing corporate client relationships within the Wealth Management CIS division. You will be the main point of contact for designated corporate clients, coordinating across private and public market teams to meet expectations and maintain satisfaction.

Responsibilities include building proactive partnerships, conducting needs analyses, delivering business reviews, and guiding clients through new functionality and

Qualifications

• Minimum 3 years in an Account Management, Client Services, or Sales role.
• Experience in the equity or share plan industry.
• Excellent written and oral communication and presentation skills.
• Proven ability to work independently and manage multiple assignments concurrently.
• Proficiency with common technology (email, internet, Excel, Word) and ability to learn quickly.

Responsibilities

• Proactively build partnership-style relationships with senior client contacts.
• Collaborate with client stakeholders to solve problems and uncover opportunities.
• Conduct needs analysis and prepare specifications/gap analyses for client requests.
• Deliver regular business reviews with clients and share analytics and enhancements.
• Keep clients informed of new product functionality relevant to their plans.

Skills

Account Management Experience

Communication & Presentation

Independent Work

Education

Business/Economics degree

Tools

Excel

Word

Email

Job description

Morgan Stanley is seeking a Relationship Manager to oversee, service, and grow existing corporate client relationships within the Wealth Management CIS division. You will be the main point of contact for designated corporate clients, coordinating across private and public market teams to meet expectations and maintain satisfaction.

Responsibilities include building proactive partnerships, conducting needs analyses, delivering business reviews, and guiding clients through new functionality and