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.
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
Expected base pay rates for the role will be between $120,000 and $150,000 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.
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