Relationship Manager

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 23 May 19

Relationship Manager

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

The Relationship Manager (RM) position is a Vice President level position and is responsible for the overall client relationship within Corporate Equity Solutions (CES) group and tasked with building a long lasting partnership with Corporate stock plan clients. The RM is the strategic lead within CES who is responsible for the satisfaction, retention, and profitability of our top tier Equity Compensation and Employee Stock Purchase Plan (ESPP) clients.

The RM will interface frequently with senior member of the client's leadership team as well as the client's human resources, benefits, and finance departments. A successful candidate must have excellent interpersonal skills, proven negotiating skills, a demonstrated knowledge of equity compensation and ESPP plans, and an appreciation for the challenges that face todays plan sponsors.

Primary Responsibilities
• Formulating client centric business plans
• Conduct quarterly reviews with clients to share industry knowledge and
product insight along with plan level details to update the client on plan health
• Regular contact with clients using a variety of methods between onsite visits,
industry conferences, and telephone inquiries, creating and maintaining a high
level of personal contact with clients
• Monitor client satisfaction through internal and third party benchmarks as well
as regularly inquiring about their level of satisfaction
• Monitor contract pricing terms and promote Morgan Stanley programs to
effectively manage client P&L
• Promoting and sharing best practices in addition to products and services
which will enhance the clients services and support their needs
• Engage with the various Morgan Stanley service support organizations to
ensure service levels are maintained or exceeded
• Identify and leverage the broad resources which Morgan Stanley has to
effectively serve each of the client's unique needs. This will include reaching
out to Strategic Client Management (SCM) and the Stock Plan Director (SPD)
• Maintain education of the industry and product by attending industry webcasts
and Morgan Stanley promoted education forums; and share relevant
information from the education sessions with the candidates client base as


The ideal candidate will possess:

• 10-15 years of industry experience
• Have a Bacherlor's degree
• Thorough understanding of the executive compensation, equity, and ESPP
• Excellent interpersonal and communications skills
• Ability to travel 25-50% of the time
• Ability to manage complex projects and work with a cross-functional team
• A strong leadership trait as the RM is a visible internal leader. While a RM
does not have any direct reports, they need to move others to action by
planning, motivating, organizing and directing the work being done
• Ability to be conceptual and have the ability to probe clients to proactively
identify problems through subtle queues provided by the client. Then work to
provide confidence to the client that the project/item is being handled with
• Certified Equity Professional designation and Solium Shareworks experience a
strong plus.