Executive Relationship Manager

Morgan Stanley • Jersey City, NJ

8d

About The Position

The ETRADE Premium and Specialty Client Solutions (‘ETPS’) organization aims to deliver an industry leading client experience to ETRADE’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 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.
Position Summary:
The Executive Relationship Manager (Executive RM) is the face of the Workplace to our high-net-worth executives and seek 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.
If you are passionate about educating clients and helping to meet their financial goals, Executive RMs have a unique opportunity to do so with influential executives at the world’s leading companies.

Requirements

• Minimum 2 years of client service experience, including minimum of 1 year of stock plan service
• FINRA Series 7 and 63 (or equivalent), and ability to be registered in all states and territories

Nice To Haves

• Bachelor’s degree
• Experience in Relationship Management, Stock Plan Services or Premium Services in the financial services industry
• 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

Responsibilities

• Demonstrating vast knowledge of and providing support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth Management
• Formulating and delivering solutions for Executives’ inquiries, ranging from foundational education to more complex transactions
• Establishing relationships with a book of participants and corporate clients, identifying opportunities for business development
• Managing and supporting ETRADE high-value participants (domestic and international) with complex corporate equity plans at public and private market companies on Shareworks and Equity Edge platforms
• Educating participants on the intricacies of 10b5-1 plans
• 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.
• Acting as a liaison between our internal support teams to ensure our client’s service needs are met timely.
• 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.

Benefits

• 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)
• Short/Long Term Disability

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level