Executive Relationship Manager

Morgan Stanley

Base: $90,000.00 - $110,000.00 py; bonus/equity: e...
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Finra series 7 and 63 registration
Equity compensation knowledge
Client service experience
** Morgan Stanley is seeking an Executive Relationship Manager to provide exceptional service to high-net-worth executives, fostering relationships and delivering comprehensive financial solutions. The ideal candidate should have a background in client service, particularly within financial services, and possess relevant licenses and skills to manage complex client inquiries. **

Job Summary

  • The Executive Relationship Manager serves as the primary face of the firm to high-net-worth executives, delivering white glove service to retain and grow relationships.
  • Responsibilities include demonstrating vast knowledge of equity compensation, managing complex corporate equity plans on Shareworks and Equity Edge platforms, and educating participants on 10b5-1 plans.
  • Morgan Stanley offers a comprehensive benefits package including medical, dental, vision, 401(k), paid time off, and opportunities for career mobility within a diverse global workforce.

Matching Summary

Match Score: 75

** Morgan Stanley is seeking an Executive Relationship Manager to provide exceptional service to high-net-worth executives, fostering relationships and delivering comprehensive financial solutions. The ideal candidate should have a background in client service, particularly within financial services, and possess relevant licenses and skills to manage complex client inquiries. **

Salary

Base: $90,000.00 - $110,000.00 per year; Bonus/Equity: Eligible for annual discretionary incentive compensation and bonus components; Benefits: Full spectrum including Medical, Dental, Vision, 401(k), PTO, and Life Insurance

Skills & Requirements

Must-have

  • FINRA Series 7 and 63 registration
  • Equity compensation knowledge
  • Client service experience
  • Shareworks platform proficiency
  • Complex corporate equity plans

Nice-to-have

  • White glove client service approach
  • Strong organizational skills
  • Passion for financial education
  • Independent decision-making ability
  • Calm in volatile environments

Key Requirements

  • Minimum 2 years client service experience
  • FINRA Series 7 and 63 licenses
  • Bachelor's degree preferred
  • Stock plan services experience preferred
  • Ability to register in all states

Work Rights

Not specified

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