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. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.Seeking experienced financial professionals to join our Executive Relationship Management team dedicated to servicing ETRADE’s and Sharework’s high net-worth stock plan executives. This role will provide excellent customer service and demonstrate creative problem-solving skills to help executives navigate their equity compensation and provide guidance for their broader financial picture. The ideal candidate for this role will be able to offer knowledgeable support in a professional and efficient manner, while taking the initiative to stay up to date on both company solutions and services, as well as broader trends in the industry.The Executive Services, Relationship Management (Executive RM) team is the face of the Workplace to our high-net-worth executives and seek to build trust and develop relationships with these individuals. Executive RMs provide ‘white-glove’ service and support to our most valuable Workplace executives, working to retain and grow these relationships to deliver the full value of the firm (e.g., advisory solutions, managed money, banking & lending, fixed income). This will occur through comprehensive support, product education, trade facilitation and referrals to Financial Advisors. The Executive RM must be totally dedicated to exceeding participant expectations to retain these valuable households and develop long lasting relationships.If you are passionate about educating clients and helping to meet their financial goals, Executive Services offers a unique opportunity to do so with influential executives at the world’s leading companies.Daily Responsibilities· Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth Management· Formulate and deliver solutions for executives’ inquiries, ranging from foundational education to more complex transactions· Establish relationships with assigned participants and corporate clients, identifying opportunities for business development· Engage with executives through outbound campaigns across the course of the participant lifecycle, introducing opportunities to connect to a financial advisor to access additional wealth and liquidity solutions where appropriate· Understand organizational structure to engage appropriate colleagues and teams across Virtual Client Solutions & Morgan Stanley to resolve problems and issues· Carry out responsibilities with attention and adherence to Morgan Stanley’s core valuesDaily Responsibilities· Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth Management· Formulate and deliver solutions for executives’ inquiries, ranging from foundational education to more complex transactions· Establish relationships with assigned participants and corporate clients, identifying opportunities for business development· Engage with executives through outbound campaigns across the course of the participant lifecycle, introducing opportunities to connect to a financial advisor to access additional wealth and liquidity solutions where appropriate· Understand organizational structure to engage appropriate colleagues and teams across Virtual Client Solutions & Morgan Stanley to resolve problems and issues· Carry out responsibilities with attention and adherence to Morgan Stanley’s core valuesRequired Qualifications· 3-5 years of professional experience in Relationship Management, Stock Plan Services or Premium Services in the financial industry· Active Licenses:o Series 7o Series 63o Series 66 OR the ability to obtain within 90 days in the role· Complete understanding of the securities industry, including equity and option trading· Experience with outstanding problem resolution, troubleshooting and training skills· Demonstrated strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientationPreferred Qualifications· Education or training equivalent to BA/BS with a concentration in financial services field· Professional experience establishing relationships with their assigned executives and corporate clientSoft Skills· A passion for understanding participants’ financial needs in an objective manner and seamlessly deliver the full value of Morgan Stanley· Ability to act with sensibility and professionalism within a dynamic business environment with minimal supervision· Outstanding oral and written communication skills· Ability to work in a fast-paced and deadline-oriented environmentExpected base pay rates for the role will be between $57,000 and $115,000 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'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.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).Job: Wealth Management Title: VCS Executive Services Relationship Management, San Francisco, CA Location: California-San Francisco Requisition ID: 3260387
