Shareworks by Morgan Stanley - Senior Relationship Manager

Employment Type

: Full-Time


: Retail

Job Level



Has your paper napkin business plan turned into a billion-dollar reality? Ours has, and our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry, we are looking for a Sr. Relationship Manager to help write the next chapter with us. What started as a sketch on a napkin is now our world-class software platform that combines cutting-edge technology with outstanding client service and premier wealth management capabilities. Shareworks by Morgan Stanley is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits.Located in South Jordan, New York, or Boston and reporting into the Head of Private Market Relationship Management, you will be responsible for overseeing, servicing, cultivating and growing existing corporate client relationships toward mutual partnership and success. Acting as the main point of contact for designated corporate clients, you will interact with all departments within Shareworks by Morgan Stanley to ensure that client expectations are met, and satisfaction levels are maintained.What you’ll do:Listen to your clients and work with them to develop solutions reflective of what's most important to them; prepare specifications/gap analysis documents for client requests for new functionalityProactively build “partnership” style relationships focusing on integration at all levels, maintaining relationship with senior client contactsKeep client apprised of new product functionality that may be relevant to the client and their plan administration through Shareworks™Evaluate opportunities to increase customer satisfaction, sales and retention within book of businessFoster client loyalty through Shareworks by Morgan Stanley’s standard client interaction protocols and proactive client retention initiatives including client meetings, corporate communications, quarterly partnership meetings, etc.Understand and interpret contracts, and any client exceptions to company standards, with respect to pricing, plan management or service level commitments.Troubleshoot ad hoc client queries using the Shareworks™ application. Conduct client meetings, demonstrations, training sessions, user training sessions, and other client requests as required.Mentor colleagues with respect to client interaction, communication tactics and positioning strategies.Proactively seek out and represent Shareworks in networking and business development opportunities


The best Relationship Managers are high achievers, astute listeners and skilled problem solvers who can offer specialized advice to help clients meet their equity plan needs. Minimum 5 years an Account Management and/or Sales Executive Holds bachelor’s degree or equivalent to five years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field.Experience in the financial services, equity or share plan industry, preferred.Exemplary communication, presentation, time-management and organizational skills. Ability to listen to client needs and provide solutions. Proven ability to work independently and manage numerous assignments concurrentlyDemonstrated competency with technology and technical concepts, including but not limited to email, internet, Excel and WordStrong analytical, attention-to-detail, and problem-solving skillsComfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunitiesAbility to travel up to 25% of time within and outside North AmericaWhile we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted. * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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