Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.
The Relationship Manager (RM) position is a Vice President level position and is responsible for the overall client relationship within Corporate Equity Solutions (CES) group and tasked with building a long lasting partnership with Corporate stock plan clients. The RM is the strategic lead within CES who is responsible for the satisfaction, retention, and profitability of our top tier Equity Compensation and Employee Stock Purchase Plan (ESPP) clients.
The RM will interface frequently with senior member of the client's leadership team as well as the client's human resources, benefits, and finance departments. A successful candidate must have excellent interpersonal skills, proven negotiating skills, a demonstrated knowledge of equity compensation and ESPP plans, and an appreciation for the challenges that face todays plan sponsors.
Formulating client centric business plans
Conduct quarterly reviews with clients to share industry knowledge and product insight along with plan level details to update the client on plan health
Regular contact with clients using a variety of methods between onsite visits, industry conferences, and telephone inquiries, creating and maintaining a high level of personal contact with clients
Monitor client satisfaction through internal and third party benchmarks as well as regularly inquiring about their level of satisfaction
Monitor contract pricing terms and promote Morgan Stanley programs to effectively manage client P&L
Promoting and sharing best practices in addition to products and services which will enhance the clients services and support their needs
Engage with the various Morgan Stanley service support organizations to ensure service levels are maintained or exceeded
Identify and leverage the broad resources which Morgan Stanley has to effectively serve each of the client's unique needs. This will include reaching out to Strategic Client Management (SCM) and the Stock Plan Director (SPD)
Maintain education of the industry and product by attending industry webcasts and Morgan Stanley promoted education forums; and share relevant information from the education sessions with the candidates client base as applicable
The ideal candidate will possess:
10-15 years of industry experience
Have a Bacherlor's degree
Thorough understanding of the executive compensation, equity, and ESPP industries
Excellent interpersonal and communications skills
Ability to travel 25-50% of the time
Ability to manage complex projects and work with a cross-functional team
A strong leadership trait as the RM is a visible internal leader. While a RM does not have any direct reports, they need to move others to action by planning, motivating, organizing and directing the work being done
Ability to be conceptual and have the ability to probe clients to proactively identify problems through subtle queues provided by the client. Then work to provide confidence to the client that the project/item is being handled with care.
Certified Equity Professional designation and Solium Shareworks experience a strong plus.
Internal Number: 5486013
About Morgan Stanley USA
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