Relationship Manager, AVP
$85k - $140kMorgan-Stanley
Morgan Stanley at Work (“MSAW”) is a division within Morgan Stanley Wealth Management, comprised of E*Trade, Shareworks by Morgan Stanley, Marketing, Retirement Plan Solutions, and Financial Wellness. Our division offers in-depth knowledge and resources focused on providing a full range of solutions that help address various institutional and employee financial opportunities.The Relationship Manager (RM) position is responsible for the equity compensation relationship within the Wealth Management Client Segments division. They are responsible for partnering with a clients key administrative contacts (Directors and Managers of Stock Plan Administration teams). They must possess a strong working knowledge of equity compensation and relationship management. The Relationship Manager is responsible for the overall satisfaction of the client and will be instrumental in ensuring that the plan is utilizing the various components of our offering to enhance the participant experience.Service delivery within the corporate client expands beyond the primary administrative contacts. This will include individuals within human resources, benefits, compensation, and finance departments. A successful candidate must have excellent interpersonal skills, proven problem-solving skills, a strong knowledge of equity compensation and stock plans, and a focus on the challenges that face todays administrators.Primary Responsibilities May Include:Collaboration with other teams to ensure all clients receive timely responsesDelivering of regular business reviews to share thought leadership, relevant enhancements and detailed plan level analyticsRegular contact with clients to maintain a high level of personal interactionMonitoring client satisfaction through internal benchmarks, surveys and RM check-insPromoting and sharing efficiencies and best practices to improve service and executionAligning client requests and expectations with business needs and constraints while maintaining a positive relationship with client contactsCoordinating new projects with clients and internal teamsEngaging with various Morgan Stanley service support organizations to ensure strong execution of service deliveryCommunication with internal business partners regarding plan events and key issues impacting the clientAttending industry webcasts and Morgan Stanley promoted education forums, sharing relevant information with clients and colleaguesCollaborating with colleagues professionally and respectfullyQualificationsBachelor’s degree required along with 5-10 years of industry experienceA strong understanding of the executive compensation and stock plan industriesExcellent interpersonal and communications skillsSome travel will be requiredOrganizational skills to track and maintain multiple projectsAbility to work under periods of extreme pressure with very tight time constraintsDemonstrates the ability to build a clear case for complex or difficult decisions and effectively present recommendations to management.Ability to identify issues and clearly articulate concerns, both verbally and in writing, enabling effective communication with internal and external stakeholders to drive resolution.Comfortable running meetings and speaking to large groupsCertified Equity Professional designationAppropriate securities licenses required (FINRA Series 7, and 63 or 66) or willingness to be obtained within 180 days of hire.A strong working knowledge of MS office products.WHAT 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 into your browser.FOR NEW YORK:Expected base pay rates for the role will be between $85,000 and $140,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit : . #J-18808-Ljbffr Morgan-Stanley
$115k
...Job Title: Relationship Manager Location: Smithtown, NY Compensation: $115,000 Position Overview The Relationship Manager plays a critical role in supporting Financial Advisors and managing ongoing client relationships. This individual will be responsible for client communication...SuggestedFull timeWork at officeLocal area$150k
...achieve growth objectives through prospecting, lead response and relationship building. All staff begin their career at the entry level... ...manner Customer relationship building Territory management Managing accounts Providing sales and marketing presentations...SuggestedContract work$50k
...solutions, and other home medical equipment, we empower patients to manage their health from the comfort of home.With hundreds of... ...Duties and ResponsibilitiesIdentify, develop, and grow referral relationships within hospitals, physician clinics, and other service areas.Educate...SuggestedBase plus commissionWork at officeLocal area$90 per hour
...ranked workplace on Long. Privately held, it has remained in the same hands for over 50 years. They are seeking a Communications/PR Manager (Senior Contributor) to Manage initiatives in PR, Media Management, Social Media, and Brand Partnerships. This individual will...SuggestedWork at office- ..., and Southern Maine Travel: Up to 30% About the Opportunity Our client is seeking a strategic and relationship-driven Customer Success Executive to manage a portfolio of complex, high-value accounts. This role is ideal for someone who excels at building trusted...SuggestedRemote job
- ...help grow our residential, commercial, and post-construction cleaning business. The Sales Account Manager will be responsible for generating leads, building relationships with potential customers, promoting Beyond Clean Solutions, and successfully booking new cleaning...
$50k
Rotech Healthcare Inc. seeks Account Executives to drive growth in rural territories, building referral networks with hospitals and clinics. You will educate providers on respiratory and diabetes solutions and own the end-to-end sales cycle to close new accounts. Base salary...Base plus commission- ...motivated Sales Associate to grow our residential, commercial, and post-construction cleaning business. You will generate leads, build relationships with homeowners and business owners, and book new cleaning clients, with commissions tied to closed work. This role suits...
- ...seeking an energetic IT Salesperson for in-house and new business growth. In this role you will work with our support team and security manager. With the help of our Security Manager and support team, you will negotiate and be responsible for closing the new business and...Contract work
$16 - $35 per hour
...assists with daily front desk operations, supports Front Desk Agents during busy shifts, handles escalated guest concerns, and helps manage the check-in and check-out process to ensure efficiency and accuracy. Responsibilities include supervising front desk staff,...Hourly payFull timeShift workNight shiftAfternoon shift$190k - $300k
...6-10-28Grant Thornton is seeking an Advisory Director Client Relationship Executive - Transactions to join the team. Approved office locations... ...strategy, pursuit leadership, and executive relationship management — shaping how capabilities are packaged, positioned, and...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$28 per hour
...door with a prestigious financial services company? If so, then this opportunity is for you! We are seeking multiple client relationship managers to work seasonal hybrid roles with a long-standing client. In this role, you will be the first point of contact for clients...Hourly payPermanent employmentTemporary workWork experience placementSeasonal workWork at officeShift work$26 - $36 per hour
...patients who are disengaged from care Educate and enroll eligible individuals into Health Home services Transitional Care Management Coordinate transitions from inpatient or emergency settings to home or other care environment. Schedule timely follow-up appointments...Hourly payWork at officeImmediate start- ...to all inquiries via phone, email, social media, and other sources with professionalism and enthusiasm Scheduling appointments and manage the appointment calendar efficientlyCollaborate with the spa team to ensure a seamless and exceptional guest experience Opening and...Weekend workAfternoon shift
$150k - $185k
...and compliance services. Develop and maintain strong client relationships while acting as a trusted business partner. Review complex... ...equity professionals. Work closely with fund CFOs and management companies regarding tax planning and compliance matters. Interpret...Local areaFlexible hours$70k - $80k
Relationship Manager - Wealth Management Compensation Base: $70K - $80K (flex up to $85K max) Annual bonus (individual + firm performance) 401(k) match + strong benefits What You’ll Be Doing Act as a primary point of contact for high-net-worth clients Handle account...Local areaFlexible hours- ...Maintains harmony among workers and resolves grievances.Perform day to day call center agent functions.Supervisory Responsibilities:Manages a team of non-supervisory employees.Is responsible for the overall direction, coordination, and evaluation of the department.Carry...
- ...been transforming how businesses experience IT. As a national managed service provider (MSP), we deliver far more than tech support.... ...customer accounts. This role serves as the primary advocate and relationship owner for assigned clients by coordinating service delivery,...Casual workWork at officeRemote work
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Manager II within PNC's Small Business Banking organization, you will be based in Greensburg, PA, Murrysville, PA; Southland, PA;...Full timeTemporary workPart timeWork experience placementWork at office
- ...Compensation is commensurate with experience, total number of accounts, and total overall annual sales. Job Activities will include: Managing the sales, customer service and collections for your client base. Primarily a work from home position with peppering in visits...Work from home
- World Insurance Associates LLC is seeking a Senior Client Manager to serve as the primary service contact for a book of select commercial clients, ensuring client satisfaction and strategic alignment. You will lead service delivery, coordinate with carriers, and support...
- Showcase Cinemas in Holtsville, NY is seeking a Cast Member to enhance the guest experience by delivering friendly, knowledgeable service across cinema operations, including guest service, box office, concessions, and usher duties. You will greet guests, answer inquiries...Work at office
$65k - $80k
...including excellent oral and written communication. ~ Ability to handle a heavy call volume ~ Excellent interpersonal skills with management, team members, patients, clients and partners. ~ Ability to make immediate decisions and sound judgment calls. ~ Proficient...Full timeLocal areaImmediate startMonday to FridayShift work$88.4k - $132.6k
...Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional... ...and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client bonding.Acquire...Full timeWork at office$75k
Job description: Build and maintain strong client relationships Support financial advisors and deliver an exceptional client experience Coordinate... ...Assist with LinkedIn, social media, and marketing initiatives Manage CRM records, scheduling, and day-to-day office operations...Work at office- Techworks Consulting, Long Island-based MSP, is seeking a Technical Account Manager to serve as a trusted advisor for assigned client accounts and bridge business needs with technical delivery. This is an in-person role based in Ronkonkoma, NY. You will act as the primary...
$22 per week
...facilities, and the community to educate and inform on Momentum’s services Attend community networking events to create additional relationships for Momentum at South Bay Prepare presentations using Momentum’s marketing materials Represent Momentum at South Bay at...Part timeLocal areaFlexible hoursWeekend work- ...employees and contract partners successfully develop, implement, and manage projects and programs for multi-site groups across North... ...WSG communicates, reports, and engages with clients Build relationships with key client stakeholders across tier-one accounts and manage...Contract work
- ...employees and contract partners successfully develop, implement, and manage projects and programs for multi-site groups across North... ...of WSG's client accounts. This person owns the client relationship end to end — serving as the primary contact, the internal advocate...Contract workWork at office
$75k
CLIENT RELATIONSHIP MANAGER - WEALTH MANAGEMENTð Melville, NY ð$75,000+ Base Salary + Performance BonusesOur client is a private investment firm and seeks a Client Relationship Manager.This is an exciting opportunity for a relationship-driven, highly organized professional...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Manager, AVP. Be the first to apply!






