POSITION SUMMARY
The Institutional Consulting Relationship Manager is a senior level position on a Graystone Team responsible for the proactive cultivation and maintenance of institutional client relationships. The Institutional Consulting Relationship Manager works directly with institutional clients to determine the needs of the client and implement a plan to meet those needs. This role is responsible for the development, implementation, and management of various team processes. The Institutional Consulting Relationship Manager works closely with the Group Director to achieve the team's overall client relationship strategy.
DUTIES and RESPONSIBILITIES: Business Strategy & Support : Provides leadership and coordination for the development and implementation of client facing processes, such as client onboarding, Graystone discretion, etc. Leads team to establish and cultivate relationships with new and existing clients and proactively helps to resolve issues and concerns Focuses strategically on client facing procedures Reviews outgoing correspondence and reports for accuracy prior to submission for manager review Takes accountability for optimizing client facing business practices while adhering to best business ethics and practices Focuses on building strong relationships with corporate departments Operational & Administrative Oversight: Serves as client contact for problem resolution and fielding general client questions on a spectrum of topics Coordinates annual Trustee Education process Independently develops procedures for solving client concerns (logistical, administrative, etc.) and follows through on resolution of client service projects and operational issues Works in collaboration with Group Director to ensure efficient allocation of work functions Ensures effective communication of information across the team EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 10+ years of experience in a field relevant to the position required Advanced degree or professional certification or prior industry experience required Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Additional product licenses may be required Knowledge/Skills Enjoys working with people and receives great satisfaction solving problems Excellent written and verbal communication skills with clients and colleagues Knowledge of financial industry and investment products Knowledge of applicable compliance rules, regulations, and firm policies Proficient in applicable software applications, including knowledge of Microsoft Office (Word, Excel, and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Evidence of strong leadership skills or previous supervisory experience Able to work independently and effectively on a team Ability and interest in working in a fast-paced, evolving environment Reports to: Complex Business Service Officer and/or Business Service Manager 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).
