Executive Relationship Manager
Core
Serve high-net-worth executives and corporate clients by providing white-glove support on equity compensation, wealth management products, and banking services.
Role type
Senior IC Executive Relationship Manager
Builds
Trust and long-term relationships with executives to retain and grow business for Morgan Stanley's Wealth Management and Banking & Lending divisions.
Domain
Financial Services / Wealth Management / Equity Compensation
Deliverable
client delivery
Required skills
Equity compensation expertise, FINRA Series 7 and 63 licensing, complex transaction facilitation, 10b5-1 plan education, stakeholder management, regulatory compliance, multi-tasking, organizational skills
Preferred skills
Stock plan services experience, relationship management in financial services, executive client book management, securities industry knowledge (equity, margin, options), independent decision-making
Technologies
Shareworks, Equity Edge platforms
Responsibilities
Formulate and deliver solutions for executive inquiries ranging from foundational education to complex transactions; Establish relationships with a book of participants and corporate clients to identify business development opportunities; Manage and support high-value participants with complex corporate equity plans; Educate participants on 10b5-1 plans; Act as a liaison between internal support teams to ensure timely service needs; Mitigate risk by adhering to company policies and procedures.
Seniority
Mid-level, hands-on IC
