Relationship Manager

Morgan Stanley at Work & Digital Solutions is a division within Morgan Stanley Wealth Management, comprised of Retirement Plan Solutions, Financial Wellness, as well as the Digital Solutions team driving and defining the digital and online experience for wealth management and corporate clients. 

The Relationship Manager (RM) position is responsible for the equity compensation relationship within Corporate Equity Solutions (CES) group.  They are responsible for partnering with the companies’ key administrative contacts (Stock Plan managers and analysts).  They must possess a strong working knowledge of the plan and how the plan is established within the Shareworks platform.   This will require the candidate to be responsible for the satisfaction of the service delivery for the corporate stock plan and ensure the plan is utilizing all the components of our services to enhance the efficiency of the delivery.

Service delivery within the corporate client expands beyond the primary administrative contacts.  This will include individuals within human resources, benefits, compensation, and finance departments.  A successful candidate must have excellent interpersonal skills, proven problem solving skills, a strong knowledge of equity compensation and ESPP plans, and an appreciation for the challenges that face todays administrators within the industry.

Primary Responsibilities:

• Conduct reviews with clients when needed, to share product trends and enhancements along with detailed plan level statistics to update the client on plan health.

• Regular contact with clients to maintain a high level of personal interaction.

• Monitor client satisfaction through internal benchmarks as well as regularly inquiring about their level of satisfaction with the administration.

• Promoting and sharing best practices from our products and the industry on how to improve service and execution.

• Align client requests and expectations with business needs and constraints while maintaining a positive relationship with client contacts.

• Coordinate new projects with clients and internal teams.  Maintains and tracks an open items log and ensures client satisfaction and remediation for all items.

• Engage with the various Shareworks service support organizations to ensure awareness of plan rules and key events for adequate support.

• Keep open communications regarding plan events, open items, or key issues impacting the plan that may impact overall strategic plans for the company.

• Maintain education of the industry and product by attending industry webcasts and Morgan Stanley promoted education forums; and share relevant information from the education sessions with the client base as applicable.

• Work with all colleagues professionally and respectfully by sharing information and aiding in high volume times when necessary.

The ideal candidate will possess:

• Strong communication skills (oral and written) in both English and French

• Undergraduate degree or equivalent work experience in Business, Commerce, or similar area of expertise

• Minimum 5 years in a B2B Relationship Management, Account Management, Client Services, Sales or similar role

• A strong understanding of the executive compensation, stock plan, and ESPP industries

• Excellent interpersonal skills

• Some travel may be required

• Organizational skills to track and maintain open issues for multiple projects

• Ability to work under periods of extreme pressure with very tight time constraints, i.e. periods of unexpected high volume activity on major client events or a designated project

• Ability to make a case for difficult decisions and present to management

• Ability to identify problems and articulate the concerns both verbally and in written form to clearly communicate the item to internal and external stakeholders needed for resolution

• Comfortable in running a meeting and speaking in large groups

• Certified Equity Professional designation (CEP), Canadian Securities Course (CSC) and Shareworks experience a strong plus

• A strong working knowledge of MS office products

At Morgan Stanley Montreal, we support the Firm’s global businesses and infrastructure with cutting edge technology and innovation. The multi-faceted and highly technical Montreal team plays a critical role in building and maintaining our leading technology platform, including electronic trading, algorithm trading, cloud engineering, infrastructure, cybersecurity and AI/ML. Morgan Stanley has been rooted in the Montreal community since 2008 and is considered a leading employer among the area’s highly skilled technology talent. There’s ample opportunity to move across the businesses for those who show passion and grit in their work.

All our positions are located in Montreal, Quebec. We offer a hybrid work environment, combining remote work and attendance in the office.
 

Knowledge of French and English is required.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.