Stock Plan Corporate Relationship Manager
Full-time
Morgan Stanley
SPD Corporate Relationship Manager Role
- Manage corporate stock plan relationships for GIAS Clients
- Assist Morgan Stanley at Work Relationship Managers and Client Success Managers in ongoing equity plan management
- Assist home office in the processing of on-going equity plan events, with a focus on any off-platform requirements (Executive Sell to Cover, 10b5-1 plan integration, Trust/entity account allocations, Up-C Unit Exchanges), and the alignment of GIAS solutions with the corporate clients / executives
- Align solutions to complex / non-standard client requests (Up-C unit administration, Sell to Cover Solutions, Capital Markets Solutions, Non-S-8 Registered Stock Solutions)
- Facilitate 10b5-1 plan solutions with GIAS 10b5-1 Plan Specialists
- Ensure Client Satisfaction with Morgan Stanley at Work Team and Solution-Set
- Facilitate high touch service experience for Senior Executives and VIP stakeholders
- Evaluate and pursue ways to expand reinvestment opportunities with the corporate client and participant base
- Work with in house reinvestment resources to maximize reinvestment capture, develop and align Advisor and Executive Relationship Manager coverage models.
- Identify and pursue Corporate Cross-Sale Opportunities (Financial Wellness / Financial Planning, NQDC, Graystone, Corporate Cash, IBD and Capital Market Referral Opportunities, Portfolio Company solutions)
- Help engage and lead participant engagement opportunities (Equity Education Delivery, Executive Services / 10b5-1 plan services, Financial Wellness Seminars, Private Wealth Advisor / Financial Advisor Onsite and Office Hours opportunities).
Ideal Candidate:
- 7-10 years in equity plan administration experience
- Series 7 & 66 Required
- Strong Equity Plan Technical / Platform knowledge
- Knowledge of capital markets, stock registration and trading considerations and solutions
- Ability to represent the GIAS team in a client facing capacity.
- Comfortable presenting to plan administrators and participant populations
- Ability to collaborate with cross functional business partners
- Ability to multi-task and prioritize deliverables in a fast-paced environment
Vacancy posted 3 days ago
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