
Leading company in the financial services industry
Executive Services Relationship Manager
Department Overview:The ETRADE Premium and Specialty Client Solutions (‘ETPS’) organization aims to deliver an industry leading client experience to ETRADE’s most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.Position Summary: The Executive Relationship Manager (Executive RM) is the face of the Workplace to our high-net-worth executives and seek to build trust and develop relationships with these individuals. Executive RMs provide ‘white glove’ service and support to our most valuable Workplace executives, working to retain and grow these relationships to deliver the full value of the firm (e.g., advisory solutions, managed money, banking & lending, fixed income). This will occur through comprehensive support, product education, trade facilitation and referrals to Financial Advisors. The Executive RM must be totally dedicated to exceeding participant expectations to retain these valuable households and develop long lasting relationships. If you are passionate about educating clients and helping to meet their financial goals, Executive RMs have a unique opportunity to do so with influential executives at the world’s leading companies.Responsibilities:As an Executive Relationship Manager, you will help drive our industry leading service culture by:Demonstrating vast knowledge of and providing support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth ManagementFormulating and delivering solutions for Executives’ inquiries, ranging from foundational education to more complex transactionsEstablishing relationships with a book of participants and corporate clients, identifying opportunities for business developmentManaging and supporting ETRADE high-value participants (domestic and international) with complex corporate equity plans at public and private market companies on Shareworks and Equity Edge platformsEducating participants on the intricacies of 10b5-1 plansHaving a thorough understanding of all Morgan Stanley products and services and will be responsible for identifying opportunities to maximize all aspects of Morgan Stanley.Acting as a liaison between our internal support teams to ensure our client’s service needs are met timely.Mitigating risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment.Effectively managing high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule.Minimum Qualifications:Minimum 2 years of client service experience, including minimum of 1 year of stock plan serviceFINRA Series 7 and 63 (or equivalent), and ability to be registered in all states and territoriesPreferred Qualifications:Bachelor’s degreeExperience in Relationship Management, Stock Plan Services or Premium Services in the financial services industryProfessional experience establishing relationships with a book of executives and corporate clientExcellent organizational skills with the ability to manage multiple tasksThorough understanding of the securities industry including equity, margin, and option tradingAbility to remain calm, professional and in control in a volatile business environmentMust be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication skillsUtilize independent decision-making skills to manage and resolve issuesA passion for understanding participants’ financial needs in an objective manner and seamlessly deliver the full value of Morgan StanleyWHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.For New Jersey:Salary range for the position: $90,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.For Illinois:Salary range for the position: $90,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.For California:Expected base pay rates for the role will be between $90,000.00 and $110,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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关于Morgan Stanley

Morgan Stanley
PublicMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City.
10,001+
员工数
New York
总部位置
$150B
企业估值
评价
10条评价
4.1
10条评价
工作生活平衡
2.8
薪酬
4.2
企业文化
3.7
职业发展
4.1
管理层
2.9
75%
推荐率
优点
Great learning opportunities and experience
High salary and bonuses
Good team dynamics and supportive colleagues
缺点
Long hours during peak times
High stress and overwhelming environment
Work-life balance issues
薪资范围
6,221个数据点
Junior/L3
Director
Junior/L3 · Operations Analyst
441份报告
$83,240
年薪总额
基本工资
$76,802
股票
-
奖金
$6,438
$60,778
$115,186
面试评价
6条评价
难度
3.2
/ 5
时长
21-35周
面试流程
1
Application Review
2
HR Screen/HireVue
3
Technical/Behavioral Interviews
4
Superday/Final Round
5
Onsite Interview
6
Offer Decision
常见问题
Technical Knowledge
Behavioral/STAR
Investment/Finance Concepts
Case Study
Culture Fit
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