Wealth Management Group Director

About the role

The Group Director provides exceptional service to clients and supports Financial Advisors (FAs)/ Private Wealth Advisors (PWAs)/ teams on a daily basis. They lead 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.
• Participate in existing client and/or prospective client meetings, representing the service lens.
• 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 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.

Education, Experience, Knowledge, And Skills

• 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.
• 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 able to multi-task.
• Goal oriented, self-motivated and results driven.

What You Can Expect From Morgan Stanley

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.

Pay and Benefits

Salary range for the position: [$105,400 - $119,200] Yr.

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 X 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.