Return To Work - VP, Relationship Manager | Alpharetta

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Alpharetta, GA, USA
In-Office
Senior level
Fintech • Financial Services
The Role
Manages equity compensation relationships with corporate clients, partnering with stock plan, HR, benefits, compensation, and finance contacts. Responsibilities include conducting business reviews, monitoring client satisfaction, coordinating projects, resolving issues, promoting best practices, communicating plan events, and ensuring effective service delivery. Requires strong executive compensation knowledge, relationship management, communication, organizational, and presentation skills, plus securities licenses or willingness to obtain them.
Summary Generated by Built In

Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

Return to Work Program – Alpharetta

At Morgan Stanley, we recognize the immense potential in experienced professionals who have taken a career break and are now eager to return to the workforce. We value the life skills and experiences you've gained outside of work and recognize the significant contributions you can bring to our organization.

You don’t have to have a background in financial services to have a career with us. We welcome highly motivated candidates from a diverse range of industries and skills. We strive to create a spirit of inclusion by bringing together dedicated professionals with diverse backgrounds, talents, perspectives, cultural identities, and experiences.

Our Alpharetta Return to Work program will run from January 18, 2027 through May 7, 2027 in our Alpharetta office. This 16-week paid program places participants in roles that align with their existing expertise while also broadening their horizons through comprehensive training, mentorship, and professional development.

VP, Relationship Manager — Return to Work Candidates

Morgan Stanley at Work (“MSAW”) is a division within Morgan Stanley Wealth Management, comprised of E*Trade, Shareworks by Morgan Stanley, Marketing, Retirement Plan Solutions, and Financial Wellness.   Our division offers in-depth knowledge and resources focused on providing a full range of solutions that help address various institutional and employee financial opportunities. This requisition is for Relationship Manager opportunities in Morgan Stanley’s Alpharetta-based Return to Work program.

The Relationship Manager (RM) position is responsible for the equity compensation relationship within the Wealth Management Client Segments division.  They are responsible for partnering with a clients key administrative contacts (Directors and Managers of Stock Plan Administration teams).  They must possess a strong working knowledge of equity compensation and relationship management.   The Relationship Manager is responsible for the overall satisfaction of the client and will be instrumental in ensuring that the plan is utilizing the various components of our offering to enhance the participant experience.

Service delivery within the corporate client expands beyond the primary administrative contacts.  This will include individuals within human resources, benefits, compensation, and finance departments.  A successful candidate must have excellent interpersonal skills, proven problem-solving skills, a strong knowledge of equity compensation and stock plans, and a focus on the challenges that face todays administrators.

Primary Responsibilities May Include:

  • Collaboration with other teams to ensure all clients receive timely responses

  • Delivering of regular business reviews to share thought leadership, relevant enhancements and detailed plan level analytics

  • Regular contact with clients to maintain a high level of personal interaction

  • Monitoring client satisfaction through internal benchmarks, surveys and RM check-ins

  • Promoting and sharing efficiencies and best practices to improve service and execution

  • Aligning client requests and expectations with business needs and constraints while maintaining a positive relationship with client contacts

  • Coordinating new projects with clients and internal teams

  • Engaging with various Morgan Stanley service support organizations to ensure strong execution of service delivery

  • Communication with internal business partners regarding plan events and key issues impacting the client

  • Attending industry webcasts and Morgan Stanley promoted education forums, sharing relevant information with clients and colleagues

  • Collaborating with colleagues professionally and respectfully

Qualifications:

  • Bachelor’s degree required along with 5-10 years of industry experience

  • A strong understanding of the executive compensation and stock plan industries

  • Excellent interpersonal and communications skills

  • Some travel will be required

  • Organizational skills to track and maintain multiple projects

  • Ability to work under periods of extreme pressure with very tight time constraints

  • Demonstrates the ability to build a clear case for complex or difficult decisions and effectively present recommendations to management

  • Ability to identify issues and clearly articulate concerns, both verbally and in writing, enabling effective communication with internal and external stakeholders to drive resolution.

  • Comfortable running meetings and speaking to large groups

  • Certified Equity Professional designation

  • Appropriate securities licenses required (FINRA Series 7, and 63 or 66) or willingness to be obtained within 180 days of hire.

  • A strong working knowledge of MS office products.

Program Duration: Return to Work programs will run for approximately 16 weeks from January 18, 2027 to May 7, 2027.

Eligibility Criteria: This program is designed for individuals who have been out of the workforce for two or more years. The two-year eligibility requirement will be calculated as of the January 2027 program start date.

We invite you to apply and take the first step towards a rewarding and fulfilling professional journey. Applications open September 15 and close October 9, 2026. To learn more about the program, please visit: www.morganstanley.com/returntowork.

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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

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.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Skills Required

  • Bachelor's degree
  • 5-10 years of industry experience
  • Strong understanding of executive compensation and stock plan industries
  • Excellent interpersonal and communication skills
  • Some travel
  • Organizational skills to manage multiple projects
  • Ability to work under extreme pressure and tight time constraints
  • Ability to present recommendations and build cases for complex decisions
  • Ability to identify and clearly communicate issues to stakeholders
  • Comfort running meetings and speaking to large groups
  • Certified Equity Professional designation
  • FINRA Series 7 and Series 63 or 66 licenses, or willingness to obtain within 180 days
  • Strong working knowledge of Microsoft Office products
  • At least two years out of the workforce for program eligibility

Morgan Stanley Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.

  • Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
  • Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
  • Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.

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The Company
HQ: New York, NY
87,899 Employees

What We Do

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.

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