Group Director — Client Experience & Team Leadership

Morgan Stanley; Stamford (CT); On-site; USD 82,000 - 83,000; Full time

Benefits offered by this job

Medical Benefits

Prescription Drug Coverage

Dental and Vision

Health Savings Account

Dependent Day Care Savings Account

Life Insurance

Disability Insurance

401(k) Plan

Paid Time Off

Job summary

Morgan Stanley is seeking a Group Director in Connecticut to lead the client service model for Financial Advisors/Private Wealth Advisors and teams. You will shape roles, oversee daily operations, and drive project initiatives that enhance client experiences and business efficiency.

The role requires a proven leadership track record, 10+ years in financial services, and appropriate licenses. You will mentor staff, coordinate client reporting, and align priorities with firm initiatives across a

Qualifications

• 10+ years of work experience in a field relevant to the position required.
• 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.
• Willingness to obtain additional licenses and/or designations as 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
• 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
• 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
• Oversee team Support Professionals to ensure alignment on team priorities and business goals
• Serve 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 resolved
• Works 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 performance
• Oversees 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 compensation
• Works with the Market Business Service Officer and/or the Business Service Officer to promote and execute firm initiatives, projects, and remediations with team members
• Manage team client communications strategy

Skills

Leadership

Client service

Financial services knowledge

MS Excel

MS Office

Detail oriented

Multi-tasking

Communication

Education

10+ years experience

Advanced degree or professional certification

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

Tools

MS Office

Job description

Morgan Stanley is seeking a Group Director in Connecticut to lead the client service model for Financial Advisors/Private Wealth Advisors and teams. You will shape roles, oversee daily operations, and drive project initiatives that enhance client experiences and business efficiency.

The role requires a proven leadership track record, 10+ years in financial services, and appropriate licenses. You will mentor staff, coordinate client reporting, and align priorities with firm initiatives across a