Director of Business Strategy

Morgan-Stanley; Houston (TX); On-site; USD 150,000 - 210,000; Full time

Job summary

Morgan Stanley is seeking a Director of Business Strategy to support Financial Advisors and Private Wealth Advisors by shaping and executing the team’s strategy. You will lead client-focused initiatives, collaborate with cross-functional partners, and help optimize service delivery and client experiences.

The role requires 10+ years in relevant fields, active FINRA licenses, and advanced degrees or professional certifications.

Qualifications

• 10+ years of experience in a field relevant to the position
• Advanced degree or professional certification or prior industry experience required
• Active Series 7 and Series 66 or Series 63 and Series 65 required
• CFP or CFA designation may be required
• Additional product licenses may be required

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
• Leads in developing and delivering against the client service model, including meetings and follow-ups
• Assists in developing and executing business plans with market stakeholders
• Prepares and reviews client reports or financial plans from firm-approved systems
• Participates in client meetings representing the service lens
• Optimizes business practice efficiencies with the team
• May allocate work among a team of Support Professionals

Skills

Leadership

Client relationship management

Education

Advanced degree or professional certification

Series 7 and Series 66 or Series 63 and Series 65 licenses

CFP or CFA designation (preferred)

Job description

POSITION SUMMARY

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. The Director of Business Strategy is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for enhancing and maintaining deep relationships with new and existing clients. This industry professional leads the development, implementation, and management of the team’s overall business strategy.

DUTIES and 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
• Plays 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
• Assisting the FA/PWA/team in developing and executing against their business plan and strategies to support it, 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

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

• 10+ years of experience in a field relevant to the position required
• Advanced degree or professional certification or prior industry experience required
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• If required, obtain, and maintain CFP or CFA designation
• Additional product licenses may be required

Knowledge/Skills

• Strong leadership skills

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.