Jobs Private USA → Finance and Insurance → Banking and wealth advisory → Platinum Relationship Manager

Platinum Relationship Manager

Morgan Stanley · Alpharetta, GA · posted 24 days ago

In short: Platinum Relationship Manager at Morgan Stanley in Alpharetta, GA, posted 24 days ago.

By AtiveSite · Published 07/11/2026 · Updated 09/11/2026 · Every figure is linked to its source below.

Morgan Stanleyemployer

Alpharetta, GAlocation

Banking and wealth advisorysub-niche

24 days agoposted

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The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-10-16

Employer	Morgan Stanley
Location	Alpharetta, Georgia
Field	Finance and Insurance › Banking and wealth advisory
Level	Senior Level
Source category	Account Management
Posted	2026-10-16 (24 days ago)
Work arrangement	On-site at the location listed
Pay	Not published in the source listing

Job description

Department Overview:

The ETRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to ETRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Position Summary:

The Platinum Relationship Manager will be responsible for the retention and growth of ETRADE's most valuable and complex retail clients. Through frequent and purpose-driven client contacts, the Relationship Manager will cultivate personal connections by gaining an understanding of the client's investment needs, goals, and objectives while also becoming a trusted resource. Relationship Managers work within a small team and will have the responsibility of delivering white-glove dedicated service experience to all clients.

Responsibilities:

As a Platinum Relationship Manager, you will help drive our industry leading service culture by:

Delivering exceptional client service while cultivating relationships with our highest value ETRADE clients
Providing comprehensive support including product education, trade facilitation and connecting E*TRADE clients with the full suite of Morgan Stanley products and services
Utilizing deep technical knowledge of futures and contracts trading, along with strong technical market analysis skills
Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience
Acting as a liaison between our internal support teams to ensure our client's service needs are met timely
Having a thorough understanding of all Morgan Stanley products and services and will be responsible for identifying opportunities to maximize all aspects of Morgan Stanley
Focusing on the bottom-line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experience
Mitigating risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment
Effectively managing high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule

Minimum Qualifications:

Minimum of 1 year of client service experience
FINRA Series 7 and 63 (or equivalent), and ability to be registered in all states and territories

Preferred Qualifications:

1+ years of supporting high net worth or active trader clients in a brokerage or financial services environment
Bachelor's degree
Thorough understanding of the securities industry including equity, margin, and option trading
Excellent organizational skills with the ability to manage multiple tasks
Ability to remain calm, professional and in control in a fast-paced business environment
Must be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication skills
Utilize independent decision-making skills to manage and resolve issues

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.

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

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.

For New Jersey:

Salary range for the position: $85,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

For Illinois:

Salary range for the position: $85,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

For California:

Expected base pay rates for the role will be between $85,000.00 and $110,000.00 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'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).

Internal Applicants
Internal mobility can be a way to grow your career and realize your professional potential. Typically, you must be in your position for at least 18 months and performing satisfactorily before applying for another job at the Firm. Internal applicants can find out more regarding career navigation, mobility guidelines and policy on our employee portal by clicking here.

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 .

Explore around this job

Field: Finance and Insurance Sub-niche: Banking and wealth advisory All jobs at Morgan Stanley Jobs in Georgia Jobs in Alpharetta, GA Alpharetta city guide Georgia state guide Fulton County economy

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About the role

This is a Senior Level role in the Finance and Insurance field (Banking and wealth advisory) at Morgan Stanley. Senior roles usually expect substantial experience, ownership of results and often the ability to guide others.

We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.

Does the pay work here? (estimate)

Gross salary a year Filing State income tax rate %

Estimate for a wage earner: 2026 federal brackets and standard deduction (IRS), Social Security 6.2% up to $184,500, Medicare 1.45% (+0.9% above $200,000 single / $250,000 married), and a state rate you set; set your own state tax rate. It ignores credits, pre-tax deductions, local taxes and benefits. Sources: IRS: tax year 2026 inflation adjustments · SSA wage base per Federal Register notice 2025-19763.

How to prepare and behave

This is editorial guidance, not information from the employer.

Read the whole description and match your examples to its requirements; use the same words the posting uses where they are true for you.
Research the employer before the interview: what it does, who its customers are and recent news; prepare two or three questions about the work.
Arrive early (or log in early for a video call), dress one step above the daily dress code, and test your camera and audio beforehand.
Answer with short stories: the situation, what you did and the result. Give numbers when you have them and never invent them.
Be honest about gaps; say what you did to learn and how fast you can close them.
Ask about the team, the first 90 days, how success is measured and the schedule; do not open with salary and time off.
When pay comes up, know the market range for the occupation and your lowest acceptable offer before you answer; ask for the full package in writing.
Send a short thank-you message within a day, mentioning one thing you discussed.

Know your rights as a candidate and an employee:

The city

The job is in Alpharetta, GA. Below is what the official statistics say about living and working there.

How Alpharetta compares. Among the 100 largest places in Georgia, Alpharetta is #14 by population, #3 for household income (#1 = highest), #4 for remote work (#1 = most), #95 for rent (#1 = cheapest). Its county, Fulton County, is #1 of 159 counties for average pay ($100,817).

The place in numbers

Alpharetta has 66,855 residents (ACS 2020–2024), about 0.6% of the population of Georgia. It covers 27 square miles of land, which works out to roughly 2,485 people per square mile. The median age is 41.3, 10% older than the state median (41.3 against 37.6).

Housing

The median gross rent is $1,948 a month (rent plus utilities), 40% above the state median ($1,948 against $1,393). Over a year that is 15.8% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $649,000, which is 4.4 times the median household income ($147,612). 65.1% of households own their home, about the same as the state average (65.1% against 65.7%).

Work and pay

The Atlanta-Sandy Springs-Roswell, GA metropolitan area has 2,889,670 jobs in the BLS wage survey, and the median pay across all occupations is $51,170 a year, about the same as the national median ($51,170 against $50,980). The biggest occupation groups are office and administrative support (328,500 jobs, median $47,040); transportation and material moving (313,910 jobs, median $44,120); sales and related (277,630 jobs, median $37,550). The area is most specialised in business and financial operations (1.3 times) and legal (1.3 times), where the share of workers is above the national share. The best-paying groups with at least 5,000 jobs are management ($130,550) and computer and mathematical ($110,010). In 2026M09 the unemployment rate of Fulton County was 3.6%. 71.1% of residents aged 16 and over are in the labour force. The city lies in Fulton County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 54.5% drive alone, 0.5% use public transit, 1.8% walk, 36.7% work from home. 18.7% of workers commute 45 minutes or more, 6% below the state average (18.7% against 19.8%). Remote work is more common than in the state as a whole, which widens the set of employers a resident can work for without moving.

People and education

70.7% of adults aged 25 and over hold a bachelor's degree or higher, 102% above the state share (70.7% against 35.0%). 27.8% of residents were born outside the United States, 149% above the state share (27.8% against 11.2%). The poverty rate is 5.6%, 58% below the state rate (5.6% against 13.4%).

Climate

The warmest month is Jul, averaging 80°F (26.5°C), and the coolest is Jan at 40°F (4.7°C). About 1,292 mm (51 inches) of precipitation falls in a year; Dec is the wettest month (133 mm) and Oct the driest (88 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: Johns Creek (5 miles, rent 16% higher); Roswell (5 miles, rent 7% lower); Milton (6 miles, rent 6% higher); Peachtree Corners (8 miles, rent 13% lower). Rent differences are against Alpharetta; use the Compare tab to put any two cities side by side.

Full guide to Alpharetta →Georgia guide All jobs in Alpharetta

Official links for Alpharetta

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

CITY Official statistics Source: U.S. Census Bureau, American Community Survey 2020–2024 5-year (via Census Reporter) · Data: ACS 2020–2024

Places within 50 miles (straight line) of Alpharetta, GA that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.

Sort:

Place ⇅	Distance from the job city ⇅	Median rent ⇅	Median home value ⇅	Median household income ⇅	Commute 45+ min ⇅	Rent as % of occupation pay ⇅	Open jobs there ⇅
Alpharetta, GA	0 mi	$1,948	$649,000	$147,612	18.7%	n/a	Jobs
Johns Creek, GA	5 mi	$2,257	$629,400	$160,093	24.9%	n/a	—
Roswell, GA	5 mi	$1,810	$567,100	$128,654	16.6%	n/a	—
Milton, GA	6 mi	$2,065	$789,000	$171,295	22.0%	n/a	—
Peachtree Corners, GA	8 mi	$1,701	$484,700	$82,139	14.1%	n/a	—
Duluth, GA	8 mi	$1,828	$400,800	$95,331	21.9%	n/a	—
Dunwoody, GA	9 mi	$1,859	$602,900	$121,903	12.8%	n/a	—
Norcross, GA	10 mi	$1,715	$403,400	$75,266	15.3%	n/a	—
Sandy Springs, GA	11 mi	$1,870	$619,800	$104,340	12.6%	n/a	—
Suwanee, GA	12 mi	$1,885	$480,600	$103,260	23.4%	n/a	—
Chamblee, GA	13 mi	$1,859	$432,800	$84,452	11.9%	n/a	—
Sugar Hill, GA	14 mi	$1,862	$413,400	$107,389	26.7%	n/a	—
Holly Springs, GA	14 mi	$1,850	$448,400	$113,992	30.5%	n/a	—
Woodstock, GA	14 mi	$1,821	$436,500	$103,496	21.9%	n/a	—
Lilburn, GA	15 mi	$1,778	$329,700	$63,581	24.2%	n/a	—
Brookhaven, GA	15 mi	$1,882	$692,700	$117,663	10.3%	n/a	—
Tucker, GA	16 mi	$1,647	$384,500	$80,317	20.2%	n/a	—
Buford, GA	17 mi	$1,357	$368,700	$69,471	23.8%	n/a	—
Canton, GA	17 mi	$1,680	$407,800	$80,091	22.1%	n/a	—
Marietta, GA	17 mi	$1,586	$448,500	$72,725	17.9%	n/a	—

Career paths

We could not match this title to one occupation, so here are the other sub-niches in Finance and Insurance, where your skills may carry over:

Insurance and claims (443) Accounting, audit and tax (459) Treasury, payments and risk (675)

Distances

CITY Calculation (straight line) Source: U.S. Census Bureau Gazetteer (coordinates) · Data: 2024

How far Alpharetta, GA is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.

Sort:

From ⇅	Straight-line distance (miles) ⇅	Population of that city ⇅
Charlotte, NC	211 mi	903,844
Jacksonville, FL	300 mi	977,670
Indianapolis, IN	408 mi	885,860
Columbus, OH	415 mi	914,802
Chicago, IL	568 mi	2,711,226
Philadelphia, PA	649 mi	1,579,706
Houston, TX	715 mi	2,328,253
Dallas, TX	725 mi	1,307,930
New York, NY	727 mi	8,483,844
Oklahoma City, OK	757 mi	697,125
Fort Worth, TX	759 mi	963,194
Austin, TX	830 mi	979,539
San Antonio, TX	895 mi	1,479,835
Denver, CO	1,201 mi	718,877
Phoenix, AZ	1,592 mi	1,642,323
San Diego, CA	1,889 mi	1,389,526
Los Angeles, CA	1,945 mi	3,857,263
San Jose, CA	2,105 mi	990,138
San Francisco, CA	2,169 mi	830,235
Seattle, WA	2,171 mi	754,195

Nearby cities with open jobs (within 120 miles)

Sort:

City ⇅	Straight-line distance ⇅	Open jobs ⇅
Atlanta, GA	23 mi	974
College Park, GA	32 mi	5
Chattanooga, TN	88 mi	5

The employer

Morgan Stanley is the employer in this listing. See all its open jobs here →

It is among the 200 largest US-headquartered employers in our list, with about 83,000 employees worldwide (2025). Company page with headquarters, state economy and official links →

Official links for Morgan Stanley

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

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FAQ

What is the Platinum Relationship Manager job at Morgan Stanley?

A senior level role in finance and insurance (banking and wealth advisory) listed 24 days ago. The full description is on this page and on The Muse.

Where is this job?

Alpharetta, GA.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in Alpharetta is $1,948 a month and median household income $147,612 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-10-16 (24 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse banking and wealth advisory jobs in Georgia.

Sources and terms

Job data: The Muse public API (listing dated 2026-10-16). The job disappears from this site when it disappears from the source.
Wages and projections: BLS OEWS (May 2025) and Employment Projections 2025–35.
City and county figures: Census Bureau ACS 2020–2024, BEA, BLS QCEW and LAUS, NASA POWER climatology; distances from Census Gazetteer coordinates.

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

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