Director of Business Strategy
About the Role
Directors of Business Strategy provide exceptional service to our clients and support Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams on a daily basis. This senior service-level position is responsible for enhancing and maintaining deep relationships with new and existing clients while leading the development, implementation, and management of the team’s overall business strategy.
Responsibilities
- Cultivating relationships with business partners and colleagues internally and externally
- Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience
- Playing a leadership role in assisting the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings and tracking follow-ups
- Assisting the FA/PWA/team in developing and executing against their business plan and strategies, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers, and Market Management
- At the direction of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
- At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
- Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies
- May allocate work among a team of Support Professionals
Requirements
- 10+ years of experience in a field relevant to the position
- Advanced degree or professional certification or prior industry experience
- Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- If required, obtain and maintain CFP or CFA designation
- Additional product licenses may be required
Skills
- Strong leadership skills
About Morgan Stanley
At Morgan Stanley, we raise, manage, and allocate capital for our clients—helping them reach their goals. We’ve done this for 90 years with a commitment to values such as putting clients first, doing the right thing, leading with exceptional ideas, and fostering diversity and inclusion. Our workforce reflects a broad cross-section of global communities, bringing diverse backgrounds, talents, perspectives, and experiences.
We offer some of the most attractive and comprehensive employee benefits and perks in the industry, supporting employees and their families throughout their work-life journey. There’s also ample opportunity to move within the business for those who show passion and grit in their work.