Institutional Consulting Relationship Manager

Morstan

$68,000 - $120,000/ yr.; bonus/equity: eligible fo...
Not specified
Institutional client relationship management
Client onboarding processes
Client communications strategy
Morgan Stanley is seeking an Institutional Consulting Relationship Manager to enhance client relationships and support Financial Advisors in delivering exceptional service. The role requires extensive experience in the financial services industry, strong leadership skills, and the ability to manage client communications effectively

Job Summary

  • The Institutional Consulting Relationship Manager is responsible for the proactive cultivation and maintenance of institutional client relationships and the development, implementation, and management of various team processes.
  • Graystone Consulting, the institutional consulting business of Morgan Stanley, offers tailored solutions to a variety of institutional clients including foundations, endowments, and corporations.
  • Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, 401(k), and Paid Time Off, in addition to an annual discretionary incentive compensation award.

Matching Summary

Match Score: 85

Morgan Stanley is seeking an Institutional Consulting Relationship Manager to enhance client relationships and support Financial Advisors in delivering exceptional service. The role requires extensive experience in the financial services industry, strong leadership skills, and the ability to manage client communications effectively.

Salary

$68,000 - $120,000/ Yr.; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, 401(k), PTO

Skills & Requirements

Must-have

  • Institutional client relationship management
  • Client onboarding processes
  • Client communications strategy
  • Financial services product knowledge
  • MS Office proficiency
  • Exceptional client service skills

Nice-to-have

  • Leadership and coordination
  • Business practice optimization
  • Collaborative team player
  • Adaptable to fast-paced environment

Key Requirements

  • 10+ years of relevant experience
  • Advanced degree or professional certification or prior industry experience
  • Active Series 7 and Series 66 (or 63/65) licenses
  • Expert knowledge of MS Excel

Work Rights

Not specified

Tailored Resume

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