Job Description - Relationship Manager, Wealth Management - Vice President (3256363) Job Number:3256363
Posting Date:Aug 2, 2024
Primary Location:Americas - United States of America - California - San Francisco
Education Level: Bachelor's Degree
Job:Wealth Management
Employment Type: Full Time
Job Level: Vice President
Description: Morgan Stanley 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. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow.
Department Profile:Corporate and Institutional Solutions (CIS) is a division within Morgan Stanley Wealth Management comprised of Corporate & Digital Solutions, Morgan Stanley @ Work, Virtual Client Solutions, Reinvestment, and Strategic Client Management.
Role Profile:As a Relationship Manager – Private Market Focus, located in San Francisco, CA, you will be responsible for overseeing, servicing, cultivating, and growing existing corporate client relationships. Acting as the main point of contact for designated corporate clients, you will interact with all departments within Shareworks to ensure that client expectations are met, and satisfaction levels are maintained.
Primary Responsibilities:Proactively build "partnership" style relationships focusing on integration at all levels, maintaining relationships with senior client contacts.Interact with various client stakeholders to solve problems, build strong partnerships, and uncover new opportunities.Conduct ongoing needs analysis to determine appropriate services to meet client requirements; prepare specifications/gap analysis documents for client requests for new functionality.Keep clients apprised of new product functionality that may be relevant to their plan administration through Shareworks.Foster client loyalty through Shareworks's standard client interaction protocols and proactive client retention initiatives.Understand and interpret Shareworks contracts, and any client exceptions to Shareworks standards.Troubleshoot ad hoc client queries using the Shareworks application. Conduct client meetings, demonstrations, training sessions, and other client requests as required.Mentor colleagues with respect to client interaction, communication tactics, and positioning strategies.Complete account reviews with the Director, Account Management.Qualifications:University degree or College diploma in Business, Economics, or similar.Minimum 3 years in an Account Management, Client Services, or Sales role.Experience in the equity or share plan industry, including group and retirement plans, would be an asset.Excellent written and oral communication and presentation skills.Proven ability to work independently and manage numerous assignments concurrently.Demonstrated competency with common technology and technical concepts.Strong analytical, attention-to-detail, and problem-solving skills.Comfortable in a fast-paced and evolving environment.Ability to travel up to 25% of the time within and outside North America.Expected base pay rates: for the role sitting in San Francisco will be between $110,000 and $185,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis.
Morgan Stanley's goal is to build and maintain a diverse workforce. Our recruiting efforts reflect our desire to attract and retain the best from all talent pools.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of any characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.
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