Senior Manager, Premier Relationship Management

Morgan Stanley
Alpharetta, AZ
Category Finance
Remote
Job Description
Role Overview

The 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.

What You Will Do

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.

Why It Might Be a Fit

To qualify, applicants must have 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.

Requirements

  • Bachelor’s Degree (Finance/Business preferred)
  • SIE, Series 7, Series 66, Series 9/10 or equivalent, Mass Registration, Trader Certification
  • 8+ years of financial services client experience

Benefits

  • comprehensive employee benefits and perks
  • ample opportunity to move about the business for those who show passion and grit in their work
  • commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
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