MS
Morgan StanleyPlatinum Relationship Manager
Platinum Relationship Manager retaining and growing E*TRADE’s most valuable clients. Providing exceptional service and support while managing client relations within Morgan Stanley’s offerings.
About the role
- Build and maintain strong relationships with nonprofits, local governments, and community partners across the Orlando Metro area.
- Recruit, onboard, and support organizations using the Housing Connector platform to help their clients access housing.
- Lead trainings, user groups, and communication efforts to increase adoption and effective use of our tools.
- Track partner activity and outcomes in Salesforce and use data insights to inform strategy and measure success.
- Collaborate with internal teams to refine platform features and improve the user experience based on partner feedback.
- Work with partners to identify and remove barriers to housing, improving the experience for both residents and housing providers.
- Develop and refine processes, policies, and communications that enhance partner satisfaction and program outcomes.
- Use data and feedback to measure success, track outcomes, and continuously improve how we deliver impact.
Requirements
- 3 to 5 years of experience in community engagement, partnerships, or program/project management.
- Proven ability to build and sustain relationships across nonprofit, public, and private sectors.
- Strong communication and facilitation skills, including experience leading trainings and speaking to groups.
- Highly organized, detail-oriented, and able to manage multiple projects and stakeholders.
- Problem solver with a customer-first mindset and a track record of improving processes and experiences.
- Comfortable navigating and leveraging technology, platforms, and data to inform decisions and improve outcomes.
- Experience with CRM tools such as Salesforce, including tracking data, generating reports, and supporting users.
- Familiarity with the local Orlando nonprofit or housing landscape (strongly preferred).
- Bilingual in Spanish is a plus.
Benefits
- Comprehensive Health Coverage – Medical, dental, and vision plans to support your well-being.
- Generous Paid Time Off – Enjoy ample PTO, plus dedicated Community Service Leave to give back.
- Extensive Holiday Schedule – A robust holiday calendar so you can recharge and spend time with loved ones.
- Paid Parental Leave – Supportive leave options for growing families.
- Employee Assistance Program (EAP) – Access to resources for personal and family support.
- Life Insurance – Financial security for you and your family.
- Flexible Spending Accounts (FSA, DCRA) – Options for health and dependent care expenses.
- 401(k) with 6% Employer Match – Invest in your future with a company-matched retirement plan.
- Professional Development – Opportunities to grow and enhance your skills.
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