Manager, Employee Meeting Team – Retirement Plan Services
T. Rowe Price
Relationship Manager, VP
Morgan Stanley
full-time
Posted on:
Location Type: Hybrid
Location: Purchase • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $110,000 - $185,000 per year
Job Level
Lead
About the role
- Responsible for the equity compensation relationship within MSAW and partnering with companies' key administrative contacts (Stock Plan managers and analysts)
- Responsible for the satisfaction of the service delivery for the corporate stock plan and ensure the plan is utilizing all the components of our services to enhance the efficiency of the delivery
- Service delivery extends beyond primary administrative contacts to HR, benefits, compensation, and finance departments
- Collaborate with others to assist clients and ensure all clients receive timely responses
- Conduct quarterly reviews to share product trends and enhancements along with detailed plan level statistics to update the client on plan health
- Regular contact with clients to maintain a high level of personal interaction
- Monitor client satisfaction through internal benchmarks and by inquiring about their level of satisfaction
- Promote and share best practices from our products and the industry to improve service and execution
- Align client requests and expectations with business needs and constraints while maintaining positive relationships
- Coordinate new projects with client and internal team; maintain and track an open items log and ensure client satisfaction and remediation
- Engage with various Morgan Stanley service support organizations to ensure awareness of plan rules and key events
- Keep open communications with internal business partners regarding plan events, open items, or key issues impacting the plan
- Maintain education of the industry and product by attending industry webcasts and Morgan Stanley promoted education forums; share relevant information with clients
- Work with all colleagues professionally and respectfully by sharing information and aiding in high volume times when necessary
Requirements
- Bachelor’s degree required
- 5-10 years of industry experience
- Strong working knowledge of the plan and how the plan is established within the Morgan Stanley system
- Strong understanding of the executive compensation, stock plan, and ESPP industries
- Proven problem solving skills
- Appreciation for the challenges that face todays administrators within the industry
- Prior Private Equity experience preferred
- Excellent interpersonal and communications skills
- Some travel will be required
- 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 identify problems and articulate the concern both verbally and in written form to clearly communicate the item to internal and external stakeholders
- Comfortable in running a meeting and speaking in large groups
- Certified Equity Professional designation 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
- This position requires you to be on-site in the office at least 3 days per week
Benefits
- Expected base pay between $110,000 and $185,000 per year (base pay determined individually)
- Commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages
- Other Morgan Stanley sponsored benefit programs and comprehensive employee benefits and perks
- Support for employees and their families at every point along their work-life journey
- Professional development opportunities, industry webcasts, and Morgan Stanley promoted education forums
- Ample opportunity to move about the business (internal mobility)
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
equity compensationexecutive compensationstock planESPPproblem solvingproject managementclient satisfaction trackingdata analysiscommunicationpresentation
Soft skills
interpersonal skillsorganizational skillsability to work under pressuredecision makingarticulation of concernscollaborationrelationship managementclient engagementadaptabilityprofessionalism
Certifications
Certified Equity ProfessionalFINRA Series 7FINRA Series 63FINRA Series 66
