Relationship Manager

The E*TRADE Premium and Specialty Client Solutions (‘ETPS’) organization aims to deliver an industry leading client experience to E*TRADE’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. MorganStanley 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. MorganStanley 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 E*TRADE Premier Relationship Manager aims to deliver an industry leading client experience for both existing and prospective clients, while assisting and connecting clients with the full scope of benefits, products, and services that E*TRADE from Morgan Stanley has to offer to meet their financial needs. The E*TRADE Premier Relationship Manager is responsible for cultivating and deepening client relationships, through exceptional, high‑touch service for E*TRADE potential high‑net worth (HNW) clients. Responsibilities Delivering exceptional service and leveraging strong sales acumen to effectively engage and build relationships with our E*TRADE potential HNW clients Conducting proactive, high‑volume outbound calls to strategically connect with and engage potential HNW clients Developing a thorough understanding of all MorganStanley products and services while identifying opportunities to deliver the firm to our high priority clients Acting as a liaison between internal support teams and stakeholders to ensure client’s inquiries, requests, and complex needs are addressed in a timely fashion Exceeding all client expectations and meet specific objectives related to the onboarding, deepening, and retaining of client relationships through education and white‑glove support Identifying and gathering net new assets from existing E*TRADE clients and prospects Educating and guiding clients on the E*TRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offering Focusing on the bottom‑line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experience Mitigating risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment Minimum Qualifications Minimum 1 year of client service experience FINRA Series 7 and 63 (or equivalent), and ability to be registered in all states and territories Preferred Qualifications Bachelor’s Degree Possess excellent business development and sales skills and desire to consistently achieve top results Experience in understanding the financial needs of the retail brokerage clientele Excellent organizational skills with the ability to manage multiple tasks Highly collaborative in a team‑oriented environment Ability to remain calm, professional and in control in a fast‑paced business environment Must be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication skills Utilize independent decision‑making skills to manage and resolve issues WHAT YOU CAN EXPECT FROM MORGAN STANLEY We are committed to maintaining the first‑class service and high standard of excellence that have defined MorganStanley for over 89 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 MorganStanley, 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. Salary and Benefits For New Jersey Salary range for the position: $75,000.00 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. MorganStanley 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: $75,000.00 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. MorganStanley 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 $75,000.00 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 MorganStanley sponsored benefit programs. Internal Applicants Internal mobility can be a way to grow your career and realize your professional potential. Typically, you must be in your position for at least 18 months and performing satisfactorily before applying for another job at the Firm. Internal applicants can find out more regarding career navigation, mobility guidelines and policy on our employee portal by clicking here. MorganStanley’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. MorganStanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). #J-18808-Ljbffr