Executive Services Relationship Manager

2 days ago Be among the first 25 applicants

The E
* TRADE Premium and Specialty Client Solutions (‘ETPS’) organization aims to deliver an industry‑leading client experience to E
* TRADE’s most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and a strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

• Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as 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 assigned participants and corporate clients, identifying opportunities for business development
• Engage with executives through outbound campaigns across the course of the participant lifecycle, introducing opportunities to connect to a financial advisor to access additional wealth and liquidity solutions when appropriate
• Understand organizational structure to engage appropriate colleagues and teams across Virtual Client Solutions & Morgan Stanley to resolve problems and issues
• Carry out responsibilities with attention and adherence to Morgan Stanley’s core values

• Active Licenses:
  Series 7 and Series 63
• 1-2+ years of client service experience within financial services

• 3-5+ years of professional experience in Relationship Management, Stock Plan Services or Premium Services in the financial industry
• Active Series 66 (or Series 63 and Series 65) or the ability to obtain within 90 days in the role is preferred
• Education or training equivalent to BA/BS with a concentration in a financial services field
• Professional experience establishing relationships with assigned executives and corporate clients
• Complete understanding of the securities industry, including equity and option trading
• Experience with outstanding problem resolution, troubleshooting and training skills
• Demonstrated strong work ethic, passion to excel, extraordinary interpersonal skills, and team‑orientation

• A passion for understanding participants’ financial needs in an objective manner and seamlessly delivering the full value of Morgan Stanley
• Ability to act with sensibility and professionalism within a dynamic business environment with minimal supervision
• Outstanding oral and written communication skills
• Ability to work in a fast‑paced and deadline‑oriented environment

We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey, offering some of the most attractive and comprehensive…