Institutional Consulting Relationship Manager

POSITION SUMMARY

Institutional Consulting Relationship Managers provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Institutional Consulting Relationship Manager is a senior service level position for a Graystone Team who is responsible for the proactive cultivation and maintenance of institutional client relationships. This role is responsible for the development, implementation, and management of various team processes. Graystone Consulting, the institutional consulting business of Morgan Stanley, has a simple mission: To be the industry standard in investment consulting services for sophisticated investors. Graystone Consulting is a global leader and pioneer in the fiduciary management business. The business offers the vast resources of a global investment organization in a customized format tailored to address each client’s needs. Its tailored solutions help a variety of institutional clients, including foundations, endowments, educational institutions, health care entities, associations and other non-profit organizations, as well as corporations.

DUTIES and RESPONSIBILITIES:

• Provides leadership and coordination for the development and implementation of client facing processes, such as client onboarding, etc.

• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience

• Manage team client communications strategy

• Assisting the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups

• Assisting the FA/PWA/team in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Branch Management

• Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies

• Serve as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved

• At the direction of the FA/PWA/team, coordinates annual Trustee Education process

• 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) required

• Additional product licenses may be required

Knowledge/Skills

• Strong leadership skills

• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

• Technically proficient and quick learner of new and updated platforms

• Detail oriented with superior organizational skills and ability to prioritize

• Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications

• Exceptional writing, interpersonal and client service skills

• Strong time management skills

• Team player with the ability to collaborate with others

• Ability to work in a fast-paced, evolving environment

• Adaptable and ability to multi-task

• Goal oriented, self-motivated and results driven

Reports to:

• Market Business Service Officer and/or Business Service Officer

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 their work.

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Expected base pay rates for the role will be between $125,000 and $155,000 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 benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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