Premier Relationship Manager

The E*TRADE Premium and Specialty Client Solutions (‘ETPS’) organization aims to deliver an industry leading client experience to E*TRADE’s most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs.

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 cultur

e.
Position Summa

ry:E*TRADE Premier Relationship Manager aims to deliver an industry leading client experience for both existing and prospective clients, while assisting and connecting clients with the full scope of benefits, products, and services that E*TRADE from Morgan Stanley has to offer to meet their financial needs. The E*TRADE Premier Relationship Manager is responsible for cultivating and deepening client relationships, through exceptional, high-touch service for E*TRADE potential high-net worth (HNW)clien

ts.
Responsibilit

ies:As a Premier Relationship Manager, you will help drive our industry leading service culture

• by:Delivering exceptional service and leveraging strong sales acumen to effectively engage and build relationships with our E*TRADE potential HNW cli
• entsConducting proactive, high-volume outbound calls to strategically connect with and engage potential HNW cli
• entsDeveloping a thorough understanding of all Morgan Stanley products and services while identifying opportunities to deliver the firm to our high priority cli
• entsActing as a liaison between internal support teams and stakeholders to ensure client’s inquiries, requests, and complex needs are addressed in a timely fas
• hionExceeding all client expectations and meet specific objectives related to the onboarding, deepening, and retaining of client relationships through education and white-glove sup
• portIdentifying and gathering net new assets from existing E*TRADE clients and prosp
• ectsEducating and guiding clients on the E*TRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offe
• ringFocusing on the bottom-line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experie
• nce.Mitigating risk by strict adherence to company policies and procedures to ensure a secure and compliant work environm

ent.
Minimum Qualificat

• ions:Minimum 1 years of client service exper
• ienceFINRA Series 7 and 63 (or equivalent), and ability to be registered in all states and territ

ories
Preferred Qualifica

• tions:Bachelor’s
• DegreePossess excellent business development and sales skills and desire to consistently achieve top r
• esultsExperience in understanding the financial needs of the retail brokerage cli
• enteleExcellent organizational skills with the ability to manage multiple
• tasksHighly collaborative in a team-oriented envir
• onmentAbility to remain calm, professional and in control in a fast-paced business envir
• onmentMust be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication
• skillsUtilize independent decision-making skills to manage and resolve

issues
WHAT YOU CAN EXPECT FROM MORGAN S

TANLEY:We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in thei

r work.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your b

rowser.
WHAT YOU CAN EXPECT FROM MORGAN

STANLEY:At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in the

ir work.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your

browser.
For Ne

w Jersey:Salary range for the position: $75,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit o

fferings.
For

Illinois:Salary range for the position: $75,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit

offerings.
For

California:Expected base pay rates for the role will be between $75,000.00 and $110,000.00 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 benefi

t 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 prospectiv

e 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 prot

ected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Dis