Senior Relationship Manager, Law, Finance And Insurance Industry Senior Relationship Manager, Law, Finance And  …

Morgan Stanley
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Morgan Stanley
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Senior Relationship Manager, Law, Finance And Insurance Industry
Shareworks by Morgan Stanley - Senior Relationship Manager - Law Firms Has your paper napkin business plan turned into a billion-dollar reality? Ours has, and our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry, we are looking for a Senior Relationship Manager Law Firms to help write the next chapter with us. What started as a sketch on a napkin is now our world-class software platform that combines cutting-edge technology with outstanding client service and premier wealth management capabilities. Shareworks by Morgan Stanley is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits. Located in San Francisco, CA and reporting into the Head of Law Firm Operations, you will be responsible for overseeing, servicing, cultivating and growing existing law firm relationships toward mutual partnership and success.  Acting as a main point of contact for top Silicon Valley law firms, you will interact with all departments within Shareworks by Morgan Stanley to ensure that client expectations are met, and satisfaction levels are maintained. What youll do: - Proactively build partnership style relationships with law firms focusing on integration at all levels, maintaining relationship with senior contacts at the firms from paralegals to partners. - Interact with various client stakeholders to solve problems, build strong partnerships, and uncover new opportunities. - Drive relationship management strategy and handle large-scale projects - Conduct ongoing needs analysis to determine appropriate services to meet client requirements; prepare specifications/gap analysis documents for client requests for new functionality. - Keep client apprised of new product functionality that may be relevant to the law firm and their clients. - Foster client loyalty through Shareworks by Morgan Stanleys standard client interaction protocols and proactive client retention initiatives including client meetings, corporate communications, quarterly partnership meetings, etc. - Understand and interpret contracts, and any client exceptions to company standards, with respect to pricing, plan management or service level commitments. - Conduct client meetings and demonstrations and coordinate training sessions, and other client requests as required. - Collaborate with key stakeholders internally across the firm to ensure we are coordinated in our efforts when engaging with law firms. - Mentor other team members with respect to client interaction, communication tactics and positioning strategies. What you bring: - University degree or College diploma  - 7+ years in a role working with a law firms Emerging Company practice - Deep understanding of private market  equity with an expertise in cap table management - 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 While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.
Primary Location: Americas-United States of America-California-San Francisco
Work Locations:
Job: Wealth Management
Organization: Morgan Stanley
Job Posting: Aug 4, 2020
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