Strategic Client Management: Relationship Management Group – Vice President
Listed on 2026-02-06
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Finance & Banking
Wealth Management, Financial Consultant -
Management
Wealth Management
Strategic Client Management:
Relationship Management Group – Vice President
Join to apply for the Strategic Client Management:
Relationship Management Group – Vice President role at Morgan Stanley
Relationship Management Group – Vice President
Join to apply for the Strategic Client Management:
Relationship Management Group – Vice President role at Morgan Stanley
Strategic Client Management (SCM), a key part of Integrated Firm Management (IFM), is responsible for identifying and facilitating cross-selling business opportunities between Morgan Stanley Wealth Management (MSWM) and the Institutional divisions at Morgan Stanley. The Relationship Management Group, located within the SCM group, facilitates business for Wealth Management, MSIM, and ISG by leveraging the Firm’s relationship with key MS business partners.
The position affords the opportunity to gain a broad perspective of investment banking, wealth management and client coverage across the firm. Attractive candidates should have an interest in (1) understanding the full suite of investment banking, sales & trading, wealth management and investment management services we provide to our clients and (2) advancing the firm’s efforts to broaden and strengthen its relationships with legal, consulting, and audit partners.
The candidate will be expected to think analytically, be detail oriented and client centric, and should possess a robust knowledge of the landscape within Morgan Stanley’s Investment Banking Division (IBD), Global Capital Market (GCM) and MSIM divisions as well as MSWM.
Job Responsibilities
- Interface regularly with investment bankers, company management, MSWM management and introducing MSWM capabilities and advisors to Morgan Stanley relationships/clients outside of MSWM
- Ensure business opportunities provided to MS by external parties are properly monitored
- Manage these introductions and relationships, providing value-added feedback to all relevant parties as appropriate
- Track and monitor pipelines, group metrics and cross-divisional revenue and asset databases
- Be results oriented and quickly turn around high quality work in a fast paced environment
- Provide support on various products and services
- Maintain a comprehensive list of the firms’ external third-party vendor relationships in an effort to identify new business opportunities
Required Skills and Personal Attributes:
- 5+ years’ experience in financial services with a deep understanding of Investment Banking transactions
- Strong interpersonal skills
- Self-starter who will take initiative, learn quickly and work independently
- High level of attention to detail, with excellent written and verbal communication skills
- Team-oriented, with high level of administrative and interpersonal professionalism
- A track record of success and a demonstrated ability to exercise good judgment and discretion
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 - aren’t just beliefs, they 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 employee benefits and perks in the industry.
There’s also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $120,000 and $150,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is…
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