Strategic Client Management: Relationship Management Group – Vice President

Morgan Stanley

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New York, New York, US Until 8/23/2026 H-1B sponsor history First posted May 27, 2025 Last posted May 27, 2025
Job description

Strategic Client Management (SCM), a key part of Integrated Firm Management (IFM), is responsible for identifying and facilitating cross-selling business opportunities between Morgan Stanley Wealth Management (MSWM) and the Institutional divisions at Morgan Stanley. The Relationship Management Group, located within the SCM group, facilitates business for Wealth Management, MSIM, and ISG by leveraging the Firm’s relationship with key MS business partners.

The position affords the opportunity to gain a broad perspective of investment banking, wealth management and client coverage across the firm. Attractive candidates should have an interest in (1) understanding the full suite of investment banking, sales & trading, wealth management and investment management services we provide to our clients and (2) advancing the firm’s efforts to broaden and strengthen its relationships with legal, consulting, and audit partners. The candidate will be expected to think analytically, be detail oriented and client centric, and should possess a robust knowledge of the landscape within Morgan Stanley’s Investment Banking Division (IBD), Global Capital Market (GCM) and MSIM divisions as well as MSWM.

Job Responsibilities:

  • Interface regularly with investment bankers, company management, MSWM management and introducing MSWM capabilities and advisors to Morgan Stanley relationships/clients outside of MSWM
  • Ensure business opportunities provided to MS by external parties are properly monitored
  • Manage these introductions and relationships, providing value-added feedback to all relevant parties as appropriate
  • Track and monitor pipelines, group metrics and cross-divisional revenue and asset databases
  • Be results oriented and quickly turn around high quality work in a fast paced environment
  • Provide support on various products and services 
  • Maintain a comprehensive list of the firms’ external third-party vendor relationships in an effort to identify new business opportunities

Qualifications

Required Skills and Personal Attributes:

  • 5+ years’ experience in financial services with a deep understanding of Investment Banking transactions
  • Strong interpersonal skills
  • Self-starter who will take initiative, learn quickly and work independently
  • High level of attention to detail, with excellent written and verbal communication skills
  • Team-oriented, with high level of administrative and interpersonal professionalism
  • A track record of success and a demonstrated ability to exercise good judgment and discretion

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

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.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

About this role

Summary

Manage relationships and facilitate cross-selling opportunities in financial services.

Job title

Vice President

Experience level

5+ years

Industry

finance

Location requirements

New York, remote work not allowed

Salary

$120,000 - $150,000

Visa sponsorship

H-1B sponsor history

Management role

Yes

Skills & keywords

Required skills

financial servicesinvestment bankinginterpersonal skillsattention to detailcommunication

Preferred skills

None specified

Specializations

client managementinvestment bankingwealth managementrelationship management
Locations

Structured locations inferred from the posting.

New York, NY, USA

On-site City