Platinum Relationship Manager

Position Summary

The Platinum Relationship Manager will be responsible for the retention and growth of E
* TRADE’s most valuable and complex retail clients. Through frequent and purpose-driven client contacts, the Relationship Manager will cultivate personal connections by gaining an understanding of the client’s investment needs, goals, and objectives while also becoming a trusted resource. Relationship Managers work within a small team and will have the responsibility of delivering white‑glove dedicated service experience to all clients.

• Delivering exceptional client service while cultivating relationships with our highest value E
  * TRADE clients.
• Providing comprehensive support including product education, trade facilitation and connecting E
  * TRADE clients with the full suite of Morgan Stanley products and services.
• Utilizing deep technical knowledge of futures and contracts trading, along with strong technical market analysis skills.
• Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world‑class experience.
• Acting as a liaison between our internal support teams to ensure our client’s service needs are met timely.
• Having a thorough understanding of all Morgan Stanley products and services and will be responsible for identifying opportunities to maximize all aspects of Morgan Stanley.
• Focusing on the bottom‑line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experience.
• Mitigating risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment.
• Effectively managing high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule.

• Minimum of 1 year of client service experience.
• FINRA Series 7 and 63 (or equivalent), and ability to be registered in all states and territories.

• 1+ years of supporting high net worth or active trader clients in a brokerage or financial services environment.
• Thorough understanding of the securities industry including equity, margin, and option trading.
• Excellent organizational skills with the ability to manage multiple tasks.
• Ability to remain calm, professional and in control in a fast‑paced business environment.
• Must be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication skills.
• Utilize independent decision‑making skills to manage and resolve issues.

At Morgan Stanley, we raise, manage and allocate capital for our clients—helping them reach their goals. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our decisions. We offer a supportive and empowering environment, best‑in‑class benefits, and opportunities for professional growth.

Salary range for the position: $85,000 – $110,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability.

Expected base pay rates for the role will be between $85,000 and $110,000 per year at the commencement of employment. Base pay may be determined individually and is only part of the total compensation package, which may include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). The firm ensures equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.