Relationship Manager, VP
Core
Oversee, service, and grow existing corporate client relationships in the equity and share plan industry, acting as the main point of contact for designated corporate clients.
Role type
Senior Relationship Manager (Corporate & Institutional Solutions)
Builds
Corporate employee financial life journey experiences and deepening Morgan Stanley Wealth Management relationships
Domain
Financial Services / Wealth Management / Equity & Share Plans
Deliverable
client delivery
Required skills
Account management, client services, sales, equity/share plan industry experience, contract interpretation, needs analysis, business review delivery, client retention, stakeholder collaboration, problem-solving, analytical skills
Preferred skills
None stated
Technologies
Email, Internet, Excel, Word
Responsibilities
Proactively build partnership-style relationships with senior client contacts; Collaborate with client stakeholders to solve problems and uncover opportunities; Conduct needs analysis and prepare specifications/gap analysis documents; Deliver regular business reviews with thought leadership and analytics; Keep clients informed of new product functionality; Monitor client satisfaction through benchmarks and surveys; Align client requests with business needs; Foster loyalty through standard protocols and retention initiatives; Troubleshoot ad hoc client queries; Conduct client meetings, demonstrations, and training sessions.
Seniority
Senior, hands-on IC