Get matched →

Senior Manager, Premier Relationship Management

at Morgan Stanley

Morgan Stanley4 LocationsPosted 2026-06-23
Want this job?

Let DoneWithWork tailor your resume to this exact posting, write the cover letter, and submit the application for you.

Apply with DoneWithWork — $19.99/mo

View original posting →

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 CertificationMinimum Years of Experience: 8+ years of financial services client experienceTo 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 conversionStrong executive presence; ability to drive performance through influence in a fast-paced, metric-driven environmentExceptional client-first mindset and communication skills (written and verbal) with strong sales instincts and follow-throughStrong understanding of the securities industry and operational/risk disciplineWHAT 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.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.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.
Want this job?

Let DoneWithWork tailor your resume to this exact posting, write the cover letter, and submit the application for you.

Apply with DoneWithWork — $19.99/mo

View original posting →