Relationship Manager, VP

Morgan Stanley

Relationship Manager serving equity compensation and stock plan clients for Morgan Stanley Wealth Management. Managing client satisfaction, analytics, projects, and service delivery.

Posted 8/11/2026full-timeAlpharetta • California, New York • 🇺🇸 United StatesLead💰 $110,000 - $185,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in executive compensation and stock plan management, with a strong focus on client satisfaction and effective communication. Proven ability to manage multiple projects under pressure while promoting best practices and efficiencies.

Highest-signal resume keywords

Executive Compensation ExpertiseStock Plan ManagementCertified Equity ProfessionalFINRA Series 7 LicenseFINRA Series 63 or 66 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementPlan-Level AnalyticsClient Satisfaction MonitoringBusiness Review DeliveryDecision-Making Presentation

Soft Skills

Interpersonal SkillsCommunication SkillsOrganizational SkillsProblem-Solving SkillsMeeting Facilitation

Tools & Technologies

Microsoft Office

Certifications & Qualifications

Certified Equity ProfessionalFINRA Series 7 LicenseFINRA Series 63 LicenseFINRA Series 66 License

Industry Keywords

Equity CompensationStock Plan AdministrationWealth ManagementClient SegmentsService Delivery

About the role

Key responsibilities & impact

Partner with key administrative contacts, including Directors and Managers of Stock Plan Administration teams
Manage the equity compensation relationship within the Wealth Management Client Segments division
Ensure overall client satisfaction and maximize utilization of the firm's offering to enhance participant experience
Collaborate with teams to ensure timely client responses
Deliver regular business reviews featuring thought leadership, enhancements, and plan-level analytics
Maintain regular client contact and monitor client satisfaction through benchmarks, surveys, and RM check-ins
Promote efficiencies and best practices to improve service and execution
Align client requests and expectations with business needs and constraints
Coordinate new projects with clients and internal teams
Engage Morgan Stanley service support organizations to ensure effective service delivery
Communicate with internal business partners about plan events and key client issues
Attend industry webcasts and Morgan Stanley education forums and share relevant information with clients and colleagues
Collaborate professionally and respectfully with colleagues

Requirements

What you’ll need

Bachelor’s degree required
5–10 years of industry experience
Strong understanding of executive compensation and stock plan industries
Excellent interpersonal and communication skills
Some travel required
Organizational skills to track and maintain multiple projects
Ability to work under extreme pressure with tight time constraints
Ability to build clear cases for complex or difficult decisions and present recommendations to management
Ability to identify issues and articulate concerns verbally and in writing
Comfortable running meetings and speaking to large groups
Certified Equity Professional designation
Appropriate securities licenses required: FINRA Series 7 and Series 63 or 66, or willingness to obtain them within 180 days of hire
Strong working knowledge of Microsoft Office products

Benefits

Comp & perks

Comprehensive employee benefits and perks
Benefits and support for employees and their families throughout the work-life journey
Opportunities for internal mobility across the business
Diversity and inclusion commitment
Morgan Stanley-sponsored benefit programs
Commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages may be included in total compensation