Group Director

Morgan-Stanley; Oak Brook (IL); Presencial; USD 75 000 - 125 000; Tempo integral

Resumo da oferta

Morgan Stanley seeks a Group Director to deliver exceptional service to Financial Advisors and Private Wealth Advisors, shaping the client service model and overseeing daily operations.

You will lead the development and implementation of team strategies, coordinate with partners, prepare client reports, and drive business goals while managing staff performance.

Qualificações

• 10+ years of work experience in a financial services environment.
• Active Series 7 and Series 66 licenses or Series 63 and Series 65 licenses required.
• Willingness to obtain additional licenses or designations as required.

Responsabilidades

• Cultivating relationships with business partners and colleagues internally and externally.
• Leading development and management of the client service model and overseeing daily operations.
• Preparing and reviewing client reports or financial plans for existing or prospective clients.
• Coordinating team communications and supporting FA/PWA/team in meetings and strategy execution.
• Overseeing team professionals and aligning on priorities and goals.

Conhecimentos

Leadership

Financial products

MS Office

Excel

Time management

Teamwork

Formação académica

Advanced degree or professional certification

10+ years of work experience

Descrição da oferta de emprego

POSITION SUMMARYGroup Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Group Director is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping to shape the vision of client service model and business management by defining clear roles and responsibilities for each team member and by overseeing daily business operations. This industry professional leads the development, implementation, and management of all elements of the team’s client service model.DUTIES and RESPONSIBILITIES:Cultivating relationships with business partners and colleagues internally and externallySupporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experiencePlays 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-upsAt 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 clientsAt the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lensFocusing with the FA/PWA/team and other business partners to optimize business practice efficienciesOversee team Support Professionals to ensure alignment on team priorities and business goalsServe as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolvedWorks 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 performanceOversees 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 compensationWorks with the Market Business Service Officer and/or the Business Service Officer to promote and execute firm initiatives, projects, and remediations with team membersManage team client communications strategyEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or Experience10+ years of work experience in a field relevant to the position requiredAdvanced degree or professional certification or industry experience requiredActive Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) requiredWillingness to obtain additional licenses and/or designations as requiredKnowledge/SkillsStrong leadership skillsKnowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accountsTechnically proficient and quick learner of new and updated platformsDetail oriented with superior organizational skills and ability to prioritizeExpert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applicationsExceptional writing, interpersonal and client service skillsStrong time management skillsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentAdaptable and ability to multi-taskGoal oriented, self-motivated and results drivenReports to:Business Service Officer and/or Market Business Service OfficerTo qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.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.Salary range for the position: $75,000 – $125,000 / 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 20 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.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 .