Elite Wealth Management Group Lead

711 MS Smith Barney, LLC; Newport Beach (CA); In loco; USD 68.000 - 120.000; Tempo pieno

Descrizione del lavoro

Morgan Stanley seeks a Group Director to provide senior service leadership to Financial Advisors and Private Wealth Advisors, shaping the client service model and day-to-day operations. You will lead development and management of all elements of the team’s client service framework and oversee staff performance to deliver an exceptional client experience.

The role requires 10+ years in a related field, advanced degrees or certifications, and active securities licenses (Series 7/66 or 63/65).

Competenze

• 10+ years of work experience in a field relevant to the position
• 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

Mansioni

• Cultivating relationships with business partners and colleagues internally and externally
• Supporting the FA/PWA/team in cultivating and enhancing client relationships through an exceptional client experience
• Leading the development and management of the team’s client service model and daily operational oversight
• Preparing and reviewing client reports or financial plans from firm-approved systems
• Overseeing staff, training, and performance of Support Professionals
• Overseeing strategies to execute business plans and tracking compensation where applicable
• Managing team client communications strategy
• Ensuring regulatory and firm policy compliance in daily activities

Conoscenze

Leadership

Client relations

Financial services knowledge

MS Excel

Communication

Team leadership

Formazione

Advanced degree or professional certification

Series 7 and 66 or 63 and 65 licenses

Strumenti

MS Office

Descrizione del lavoro

Morgan Stanley seeks a Group Director to provide senior service leadership to Financial Advisors and Private Wealth Advisors, shaping the client service model and day-to-day operations. You will lead development and management of all elements of the team’s client service framework and oversee staff performance to deliver an exceptional client experience.

The role requires 10+ years in a related field, advanced degrees or certifications, and active securities licenses (Series 7/66 or 63/65).