Institutional Consulting Relationship Managers provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis
Job Summary
Institutional Consulting Relationship Managers provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
The role is responsible for the development, implementation, and management of various team processes, focusing on proactive cultivation and maintenance of institutional client relationships.
Morgan Stanley offers attractive and comprehensive employee benefits and perks in the industry, with ample opportunity to move about the business for those who show passion and grit.
Matching Summary
Institutional Consulting Relationship Managers provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Salary
Base: $125,000 - $155,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Institutional client relationship management
Client-facing process development
Financial services product knowledge
Exceptional client experience
Team communication strategy
Nice-to-have
Proactive cultivation
Business plan strategy support
Practice efficiency optimization
Collaborative team player
Key Requirements
10+ years of experience in a relevant field
Advanced degree or professional certification or prior industry experience
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required