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Relationship Manager, Executive Services

Company: Morgan Stanley
Location: Gilbert
Posted on: June 8, 2021

Job Description:


Seeking experienced financial professionals to join our Platinum Relationship Management team dedicated to servicing E*TRADE'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 products and services, as well as broader trends in the industry.

The ETRADE Executive Services, Platinum Relationship Management (Platinum RM) team is the face of ETRADE to our high net worth executives and seek to build trust and develop relationships with these individuals. Platinum RMs provide 'white-glove' service and support to our most valuable Corporate Services 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 asset gathering. The RM must be totally dedicated to exceeding all participant expectations to retain these valuable households and develop long lasting retail relationships.

Additionally, the role is eligible for incentive compensation tied to the individual's contributions in creating successful and meaningful client relationships across the firm. If you are passionate about educating clients and helping to meet their financial goals, E*TRADE Executive Services offers a unique opportunity to do so with influential executives at the world's leading companies.


Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as a comprehensive understanding of relevant products and services offered by E*TRADE including managed money and banking & lending

Formulate and deliver solutions for executives' inquiries, ranging from foundational guidance to more complex product-related questions

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 additional wealth and liquidity solutions where appropriate

Understand organizational structure to engage appropriate colleagues and teams across E*TRADE to resolve problems and issues

Carry out responsibilities with attention and adherence to E*TRADE's core values - Customer Focus, Agility, Reliability, and Innovation

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).



Active and/or expired Series 7 license

Active SIE (waived for candidates with Series 7 license)

Role requires Series 7 Series 66 exams to passed within 45 days of start date

Education or training equivalent to BA/BS; a concentration in financial services fields is preferred


Complete understanding of the securities industry, including equity and option trading, and a thorough understanding of advanced product information

Must have professional experience establishing relationships with their assigned executives and corporate clients

Outstanding problem resolution, troubleshooting and training skills

Requires strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation

A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of E*TRADE

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 environment, as well as flexible shift assignments and additional hours when business needs dictate

Keywords: Morgan Stanley, Gilbert , Relationship Manager, Executive Services, Other , Gilbert, Arizona

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