Relationship Manager, AVP
Morgan Stanley
Relationship Manager
Morgan Stanley
full-time
Posted on:
Location Type: Office
Location: Purchase • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $85,000 - $135,000 per year
Job Level
Mid-LevelSenior
About the role
- Engage with internal teams on the Channel Partner playbook
- Conduct Channel Partner meetings, define timelines and project manage action steps of service model changes
- Interact with internal stakeholders, like CSM and Billing, to coordinate timing and critical steps to complete the service model change
- Provide weekly status reports through Channel Partner Tracker
- Act as point of contact for the Channel Partners as it relates to platform and product add-on services
- Collaborate with others to assist Channel Partners to ensure all clients receive timely responses
- Conduct regular business reviews with Channel Partners to share product trends and enhancements along with a review of the clients they support on the overall health of the relationships
- Monitor client satisfaction through internal benchmarks by inquiring with Channel Partners on Channel Sales clients’ level of satisfaction with the administration
- Promoting and sharing best practices from our products and the industry on how to improve service and execution
- Maintain education of the industry and product by attending industry webcasts and Morgan Stanley promoted education forums
Requirements
- Bachelor’s degree required
- 5-10 years of industry experience
- Strong understanding of the executive compensation, stock plan, and ESPP industries
- Excellent interpersonal and communications skills
- Organizational skills to track and maintain open issues for multiple projects
- Ability to work under periods of extreme pressure with very tight time constraints
- Ability to make a case for difficult decisions and present to management
- Ability to identify problems and articulate the concern both verbally and in written form
- Comfortable in running a meeting and speaking in large groups
- Certified Equity Professional designation, EEO and Shareworks experience a strong plus
- Appropriate securities licenses required (FINRA Series 7, and 63 or 66) or willingness to be obtained within 180 days of hire
- Strong working knowledge of MS office products.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
project managementclient satisfaction monitoringproblem identificationcommunicationpresentation skillsorganizational skillsservice model changesbusiness reviewsbest practices promotiontimely response management
Soft skills
interpersonal skillscommunication skillsorganizational skillsability to work under pressuredecision-makingarticulation of concernsmeeting facilitationpublic speaking
Certifications
Bachelor's degreeCertified Equity ProfessionalFINRA Series 7FINRA Series 63FINRA Series 66