Executive Relationship Manager

Department Overview

The ETPS organization aims to deliver an industry leading client experience to E
* TRADE’s most valued clients, connecting them with the full breadth of benefits, products, and services that Morgan Stanley offers to meet their financial needs.

The Executive Relationship Manager (Executive RM) is the face of the Workplace to our high‑net‑worth executives and seeks to build trust and develop relationships with these individuals. Executive RMs provide ‘white glove’ service and support to our most valuable Workplace executives, working to retain and grow these relationships to deliver the full value of the firm (e.g., advisory solutions, managed money, banking & lending, fixed income).

This will occur through comprehensive support, product education, trade facilitation and referrals to Financial Advisors. The Executive RM must be totally dedicated to exceeding participant expectations to retain these valuable households and develop long lasting relationships.

• Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, and a comprehensive understanding of the value proposition of Wealth Management.
• Formulate and deliver solutions for Executives’ inquiries, ranging from foundational education to more complex transactions.
• Establish relationships with a book of participants and corporate clients, identifying opportunities for business development.
• Manage and support E
  * TRADE high‑value participants (domestic and international) with complex corporate equity plans on Share works and Equity Edge platforms.
• Educate participants on the intricacies of 10b5-1 plans.
• Have a thorough understanding of all Morgan Stanley products and services and identify opportunities to maximize all aspects of Morgan Stanley.
• Act as a liaison between internal support teams to ensure client service needs are met timely.
• Mitigate risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment.
• Effectively manage high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule.

• Minimum 2 years of client service experience.
• FINRA Series 7 and 63 (or equivalent), and ability to be registered in all states and territories.

• Bachelor’s degree.
• Experience in Relationship Management, Stock Plan Services or Premium Services in the financial services industry.
• 1 year of Stock Plan experience strongly preferred.
• Professional experience establishing relationships with a book of executives and corporate client.
• Excellent organizational skills with the ability to manage multiple tasks.
• Thorough understanding of the securities industry including equity, margin, and option trading.
• Ability to remain calm, professional and in control in a volatile 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.
• A passion for understanding participants’ financial needs in an objective manner and seamlessly deliver the full value of Morgan Stanley.

Base salary range: $90,000 – $110,000 per year. Eligibility for discretionary incentive compensation.

Morgan Stanley is an equal opportunity employer committed to diversity and inclusion. All qualified applicants are considered for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, disability, veteran status, or any other protected characteristic.