Director of Business Strategy

Morgan Stanley; Houston (TX); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for professional development

Job summary

A leading financial services firm in Houston is seeking an experienced Director of Business Strategy to enhance client relationships and manage the team's overall strategy. The role involves supporting Financial Advisors and collaborating with internal teams to optimize service delivery. Candidates should have over 10 years of relevant experience, advanced degrees or certifications, and the ability to thrive in a dynamic environment. Exceptional leadership and knowledge of financial products are essential for success.

Qualifications

• 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.

Responsibilities

• Cultivating relationships with business partners and colleagues.
• Supporting the FA/PWA/team with client relationships.
• Assisting in developing and delivering the client service model.

Skills

Leadership skills

Knowledge of financial services products

Detail-oriented

Exceptional writing skills

Strong time management skills

Collaborative team player

Ability to adapt

Education

10+ years of experience in a relevant field

Advanced degree or professional certification

Active Series 7 and Series 66 or Series 63 and Series 65

Tools

MS Office (especially MS Excel)

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
• • 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
• • Ability to work in a fast-paced, evolving environment
• • Adaptable and ability to multi-task
• • Goal oriented, self-motivated and results driven

Reports to

• Market Business Service Officer and/or Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).