Relationship Manager, Global Equity - VP

Relationship Manager - Corporate and Institutional Solutions

We are looking for a Relationship Manager to oversee, service, cultivate, and grow existing corporate client relationships toward mutual partnership and success.

• Proactively build partnership-style relationships focusing on integration at all levels, maintaining relationship with senior client contacts.
• Collaborate with various client stakeholders to solve problems, build strong partnerships, and uncover new opportunities.
• Conduct ongoing needs analysis to determine appropriate services; prepare specifications/gap analysis documents for client requests for new functionality.
• Deliver regular business reviews with the Director, Account Management sharing thought leadership, plan-level analytics, and relevant enhancements.
• Keep clients informed of new product functionality relevant to the client and their plan administration.
• Monitor client satisfaction through internal benchmarks, surveys, and RM check-ins.
• Align client requests and expectations with business needs while maintaining positive relationships.
• Foster client loyalty through standard client interaction protocols and proactive client retention initiatives (client meetings, corporate communications, quarterly partnership meetings, etc.).
• Understand and interpret contracts and client exceptions related pricing, plan management, and service level commitments.
• Troubleshoot ad hoc client queries by partnering with internal stakeholders and platforms.
• Conduct client meetings, demonstrations, training sessions, user training sessions, and other client requests as required.
• Promote and share best practices to improve service efficiency and execution.

• University degree or college diploma in Business, Economics or similar.
• Minimum 3 years in an Account Management, Client Services, or Sales role.
• Experience in the equity or share plan industry, including group and retirement plans, would be an asset.
• Licenses required; SIE, FINRA 7 & 63.
• Excellent written and oral communication and presentation skills.
• Proven ability to work independently and manage numerous assignments concurrently.
• Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word.
• Strong analytical, attention-to-detail, and problem-solving skills.
• Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities.
• Ability to travel up to 25% of time within and outside North America.

We want to be the first choice for prospective employees. We are an equal opportunity employer and we will not discriminate on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).