Executive Services Relationship Manager

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

Morgan Stanley is a leading global financial services firm offering investment banking, securities, investment and wealth management services. Its employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

We seek experienced financial professionals to join our Executive Relationship Management team dedicated to servicing E
* TRADE’s and Share works’ high‑net‑worth stock plan executives. This role demonstrates excellent customer service and creative problem‑solving, helping executives navigate equity compensation and their broader financial picture. The ideal candidate offers knowledgeable support, stays up to date on company solutions and industry trends, and builds trust with high‑net‑worth executives.

• 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 assigned participants and corporate clients, identifying opportunities for business development.
• Engage with executives through outbound campaigns across the participant lifecycle, introducing opportunities to connect to a financial advisor where 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.
• 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 objectively and delivering 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, deadline‑oriented environment.

Our high standard of service and excellence has defined Morgan Stanley for over 89 years. We value putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back. We offer an environment where the best and brightest collaborate and innovate. We support employees and families with comprehensive benefits and perks, and provide ample opportunities for career growth.

For New Jersey
Salary range: $75,000.00 – $ per year. May be eligible for an annual discretionary incentive compensation award and participation in the incentive compensation plan.

For Illinois
Salary range: $75,000.00 – $ per year. May be eligible for an annual discretionary incentive compensation award and participation in the incentive compensation plan.

For California
Expected base pay: $75,000.00 – $ per year. Total compensation may include commission earnings, incentive compensation, discretionary bonuses,…