Morgan Stanley

Senior Manager, Premier Relationship Management

Morgan Stanley • $110K — $190K *
Gilbert, AZ 85234In-Person
Finance & Insurance
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Finance/Business preferred
  • SIE, Series 7, Series 66, Series 9/10 or equivalent certifications required
  • 8+ years of financial services client experience
  • Legal authorization to work in the U.S. without sponsorship

Responsibilities

  • Focus on improving client satisfaction and overall performance
  • Deliver results in retention, Banking, and referral conversion
  • Create a performance-driven culture with clear expectations
  • Transform goals into actionable priorities and targets
  • Collaborate with internal departments to enhance outcomes
  • Connect clients with suitable solutions to increase engagement
  • Ensure compliance with policies and regulatory standards
  • Recruit and develop key talent within the team

Benefits

  • Opportunity for career growth and mentoring
  • Engagement with diverse internal teams to improve service outcomes
  • Dynamic, fast-paced work environment
  • Focus on delivering client-first solutions
  • Performance culture aimed at achieving growth metrics
Full Job Description
Position Summary:

The Premier RM Senior Manager will be accountable for the service and relationship management delivered to both existing and prospective clients. The Senior Manager will provide coaching and support that leads to the career growth of the team. Additionally, the Senior Manager will oversee team managers and assure their teams meet targets for daily, weekly, monthly, and annual performance metrics.

Role Responsibilities:
  • Must focus on bottom-line performance and explore ways to improve overall performance and client satisfaction along with the end-to-end client experience.
  • Deliver results across retention, NNA, Banking and referral conversion-while protecting client experience and risk standards.
  • Set a performance culture with clear expectations; coach and develop leaders to improve results.
  • Convert goals into priorities, activity standards, and operating rhythm; manage to target via forecasting, scorecards, and gap-to-goal actions.
  • Partner with Platforms, Marketing, WFM, P2A, A&D, and Risk/Compliance to improve outcomes.
  • Expand share of wallet by connecting clients to relevant solutions (as appropriate).
  • Strengthen controls and supervision; ensure compliance with policies, procedures, and regulatory requirements.
  • Can identify, recruit, develop and retain key talent.


Minimum Qualifications:
  • Required Education: Bachelor's Degree (Finance/Business preferred)
  • Registrations: SIE, Series 7, Series 66, Series 9/10 or equivalent, Mass Registration, Trader Certification
  • Minimum Years of Experience: 8+ years of financial services client experience
  • To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.


Preferred Skills:
  • Prior leadership experience, with demonstrated ability to deliver results tied to growth, retention, and conversion
  • Strong executive presence; ability to drive performance through influence in a fast-paced, metric-driven environment
  • Exceptional client-first mindset and communication skills (written and verbal) with strong sales instincts and follow-through
  • Strong understanding of the securities industry and operational/risk discipline


For California:

Expected base pay rates for the role will be between $110,000.00 and $190,000.00 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 benefit programs.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Finance & Insurance
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ
MS
* Ladders Estimates

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