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Manager, Relationship Management

Company: Solium Capital
Location: Tempe
Posted on: March 26, 2020

Job Description:

Has your paper napkin business plan turned into a billion-dollar reality? Ours has, and our employees helped us get to where we are today. As we continue to scale towards being the incomparable leader in our industry, we're looking for aManager, Relationship Management to help write the next chapter with us.

What started as a sketch on a napkin is now our world-class software platform that combines cutting-edge technology with outstanding client service and premier wealth management capabilities. Shareworks by Morgan Stanley is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits.

Located inTempe, AZor regionally, and reporting into the Executive Director,Relationship Management, you will be responsible for managing a group of Core/Emerging Market Relationship Managers. You will help provide the strategic direction to the team, providing needed support and guidance to deliver service excellence to our clients.


  • Lead& grow a medium-sized team of Relationship Managers of varying levels of experience, including providing mentorship, support and learning opportunities
  • Help develop and implement the team strategic direction along with the Executive Director
  • Hire additional team members when needed and be responsible for their onboarding and training
  • Support team members in fostering client loyalty through Shareworks standard client interaction protocols and proactive client retention initiatives including client meetings, corporate communications, quarterly partnership meetings, etc.
  • Serve as an escalation point for client inquiries and help establish strong lines of communication with internal partners
  • Mentor direct reports with respect to client interaction, communication tactics and positioning strategies
  • Work on planning and executing the Core Client Advisory Board

    What you bring:

    • College or University diploma or degree in Business, Economics or similar would be an asset
    • At least 5 years providing outstanding service/relationship management and solutions to a variety of clients
    • Must have a minimum of 5 years prior equity compensation experience
    • Demonstrated leadership skills/experience in a strategic, client facing role
    • Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
    • Ability to manage a team that is both in office and remote
    • Ability to travel up to 25% of time

      While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.

Keywords: Solium Capital, Tempe , Manager, Relationship Management, Executive , Tempe, Arizona

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