Group Director

About the role

Group Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Group Director is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping to shape the vision of client service model and business management by defining clear roles and responsibilities for each team member and by overseeing daily business operations.

Responsibilities

• Cultivating relationships with business partners and colleagues internally and externally
• Serving as a leader in supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience
• 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
• Preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
• 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
• Serving 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
• Overseeing 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
• Working with the Market Business Service Officer and/or the Business Service Officer to promote and execute firm initiatives, projects, and remediations with team members
• Managing 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

Skills

• Strong leadership skills
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• 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
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven

Benefits

Morgan Stanley offers a comprehensive benefits package including health insurance, retirement plans, and paid time off. Base pay ranges from $68,000 to $120,000 per year at the commencement of employment, with individualized determination based on the position. Additional compensation may include commission earnings, incentive compensation, discretionary bonuses, and other short and long-term incentive packages. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.