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
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.
This role supports Financial Advisors/Private Wealth Advisors/teams in cultivating and enhancing client relationships, managing client communications, and executing business plans.
Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, 401(k), Paid Time Off, and other special perks.
Matching 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.
Salary
$68,000 - $120,000/ Yr.; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive plan; Benefits: Comprehensive benefits package offered
Skills & Requirements
Must-have
Client onboarding process leadership
Client communications strategy management
Financial Advisor support
Business practice optimization
Institutional client relationship cultivation
Nice-to-have
Collaborative team player
Adaptable to fast-paced environment
Goal-oriented and results-driven
Key Requirements
10+ years of relevant experience
Advanced degree or professional certification
Active Series 7, Series 66 or Series 63 and 65 licenses