Group Director, Client Service & Team Performance

Morgan-Stanley; Atlanta (GA); On-site; USD 140,000 - 250,000; Full time

Job summary

Morgan Stanley is seeking a Group Director to lead client service for Financial Advisor teams, shaping the service model and managing daily operations. You will supervise, coordinate staff, and advance the firm’s client-centric approach across relationships, reporting, and strategy execution.

The role requires deep industry knowledge, proven leadership, and the ability to drive performance in a fast-paced financial services environment.

Qualifications

• 10+ years of work experience in a field relevant to the position.
• Active Series 7 and Series 66 or Series 63 and Series 65 required.
• Willingness to obtain additional licenses and/or designations as required
• Strong leadership skills and client service aptitude
• Knowledge of financial services products (equities, bonds, options, mutual funds, annuities, insurance)

Responsibilities

• 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.
• Preparing and reviewing client reports or financial plans from firm-approved systems for clients.
• Participating in client meetings, representing the service lens.
• Overseeing team priorities, workflows and staff performance with the BSO.
• Developing and implementing strategies to execute business plans and team goals.
• Coordinating client communications strategy and ensuring alignment with firm initiatives

Skills

Leadership

Financial products knowledge

MS Excel

Client service

Time management

Education

Advanced degree / professional certification

Tools

MS Office

Job description

Morgan Stanley is seeking a Group Director to lead client service for Financial Advisor teams, shaping the service model and managing daily operations. You will supervise, coordinate staff, and advance the firm’s client-centric approach across relationships, reporting, and strategy execution.

The role requires deep industry knowledge, proven leadership, and the ability to drive performance in a fast-paced financial services environment.