Director of Wealth Strategy & Client Growth

Morgan Stanley; Newport Beach (CA); On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley in Newport Beach seeks a Director of Business Strategy to lead development, implementation, and management of the team’s overall business plan. This senior role partners with Financial Advisors, PWAs, and internal stakeholders to deepen client relationships and deliver exceptional service.

You will cultivate partnerships, prepare client reports and financial plans, and help optimize the client service model.

Qualifications

• 10+ years of experience in a field related to the position.
• Advanced degree or professional certification 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.

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 development and management of the team's client service model and prepares for regular meetings with follow-ups.
• Assisting the FA/PWA/team in developing and executing business plans and strategies with market stakeholders.
• Preparing and reviewing client reports or financial plans from firm-approved systems for clients.
• Participating in client meetings representing the service lens.
• Aiming to optimize business practice efficiencies with the team and partners.
• May allocate work among a team of Support Professionals.

Skills

Leadership

Client service

Communication

Time management

Team collaboration

Adaptability

Goal orientation

Detail oriented

Organization

Problem solving

Education

10+ years experience in related field

Advanced degree or professional certification

Active Series 7/66 or Series 63/65

CFP or CFA designation

Additional product licenses may be required

Tools

MS Excel

MS Office

Financial reporting tools

Job description

Morgan Stanley in Newport Beach seeks a Director of Business Strategy to lead development, implementation, and management of the team’s overall business plan. This senior role partners with Financial Advisors, PWAs, and internal stakeholders to deepen client relationships and deliver exceptional service.

You will cultivate partnerships, prepare client reports and financial plans, and help optimize the client service model.