Relationship Manager

Job Locations US-UT-Sandy
Posted Date 3 weeks ago(6/17/2020 2:51 PM)
Requisition ID
Professional Area
Corporate Services

Who We Are

More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.

About the Role



E*TRADE’s Corporate Services (ETCS) is the leader in equity compensation administration for public and private corporations driving retail brokerage accounts and assets for E*TRADE Financial Corporation. We execute on this objective by providing a best-in-class administration platform, service excellence through our service delivery model, and a robust participant experience to integrate equity awards into an overall financial picture. This strategically important division is a key revenue driver of retail brokerage accounts and assets for E*TRADE Securities.


A Relationship Manager (RM) for the National Segment at E*TRADE Financial Corporate Services is responsible for managing the firm’s relationships with existing Private and Emerging Market corporate clients. The RM is E*TRADE’s key liaison to the client and is responsible for ensuring that all contact points with E*TRADE are seamless and that the client is highly satisfied with our offering and service levels across product, training, operations, service, and our retail division.


The RM, with appropriate training, must be an expert in equity compensation plans and the E*TRADE equity compensation product and service model. They are responsible for developing strong relationships with contacts at all levels within the corporate client organizations as well as renewing client contracts in accordance with firm policy.


The relationship aspect of the role may include performing product demonstrations, explaining our service model and implementation process, performing onsite or WebEx training for the stock plan administration team and identifying opportunities for the client to more fully utilize our product, automation and service capabilities.


RMs are also expected to periodically travel to client sites and attend industry and E*TRADE-sponsored client events. Client contacts must be documented properly in our CRM tool, Salesforce.com.



  • Engage multiple client contacts in different roles and levels of the organization to ensure client satisfaction while seeking opportunities to understand their strategic initiatives.
  • Work closely with Corporate Services Group colleagues and other internal partners/resources (Client Service, Participant Service, Executive Services, Implementation, Marketing, Product Development, Legal, etc.) to ensure the successful roll-out and ongoing delivery of E*TRADE’s products and services to the client.
  • Become the day to day key contact person for the client; leverage expert understanding of the client’s overall needs and preferences to provide them with a seamless service experience across E*TRADE teams in clearing, operations, product, legal, compliance, or client services.
  • Work closely with the sales team in the early stages of the sales cycle of a prospective client so that a strong relationship has been established prior to implementation go-live.
  • Educate clients on the full outsourcing and partial outsourcing equity compensation administrative solutions we provide which include but are not limited to: ESPP – employee stock purchase plans, SOP – stock option plans, RSA – restricted stock award plans, RSU – restricted stock unit award plans, and SAR – stock appreciation rights.
  • Partner effectively with E*TRADE Retail Branch representatives to educate clients and their employees on E*TRADE’s retail service offerings such as Investment and Retirement Planning.
  • Develop key industry contacts that will assist in building effective relationships and support the maintenance of our corporate relationships.
  • Utilize extensive business and industry knowledge to build long-term relationships and develop relevant strategic partner relationships that address client needs.
  • Develop expert level understanding of E*TRADE’s Corporate Services Equity Edge Online product and various service models, as well as a strong understanding of the firm’s broader capabilities by attending all necessary training sessions.
  • Learn E*TRADE’s CRM tool, Salesforce.com, and leverage it weekly to maintain pipeline, client contact information and client meeting notes.



  • Bachelor’s degree, or equivalent experience.
  • 5+ years of experience within financial services, business to business relationship management or sales experience required.


  • Independent, self-motivated and success driven, yet able and willing to take direction.
  • Knowledge of investment industry and equity compensation marketplace preferred.
  • Highly developed presentation and facilitation skills gained in a client-facing environment.
  • Excellent oral and written communications skills.
  • Strong organizational skills and attention to detail.
  • Strong collaborative skills and organizational abilities.
  • Certified Equity Professional (CEP) designation or willingness to obtain upon hire.


We offer a competitive and comprehensive benefits package. Please visit https://www.etradecareers.com/why-work-at-etrade/employee-benefits/ to learn more about the opportunities.

E*TRADE Financial is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.


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