Group Directors provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams daily. This senior service-level position helps shape the vision of the client service model and business management by defining clear roles and responsibilities for each team member and overseeing daily business operations. This industry professional leads the development, implementation, and management of all elements of the team’s client service model.
Responsibilities
Cultivate relationships with business partners and colleagues internally and externally
Support the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience
Play a leadership role in assisting the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
Prepare and review various client reports or financial plans from firm-approved systems for existing or prospective clients, at the direction of the client and/or FA/PWA/team
Participate in existing client and/or prospective client meetings, representing the service lens, at the request of FA/PWA/team
Focus with the FA/PWA/team and other business partners to optimize business practice efficiencies
Oversee team Support Professionals to ensure alignment on team priorities and business goals
Serve as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved
Work in conjunction with the Business Service Officer (BSO) to oversee such team responsibilities as interviewing Support Professional candidates for hire, training team members and offering input on staff performance
Oversee the development and implementation of strategies to execute Financial Advisor / Private Wealth Advisor business plans, which may include performance tracking and managing the support staff’s monthly compensation
Work with the Market Business Service Officer and/or the Business Service Officer to promote and execute firm initiatives, projects, and remediations with team members
Manage team client communications strategy
Requirements
10+ years of work experience in a field relevant to the position required
Advanced degree or professional certification or industry experience required
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Willingness to obtain additional licenses and/or designations as required
Strong leadership skills
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
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Technically proficient and quick learner of new and updated platforms
Detail oriented with superior organizational skills and ability to prioritize
Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven
Legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Important Details
Reports to: Business Service Officer and/or Market Business Service Officer
About the Company
At Morgan Stanley, the company raises, manages and allocates capital for clients, helping them reach their goals. They have done so for 90 years, guided by values such as putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back. The company has more than 80,000 employees in 1,200 offices across 42 countries.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.
