Group Director, Client Services & Team Growth

711 MS Smith Barney, LLC; Illinois; On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical

401(k)

Paid time off

Job summary

Morgan Stanley is seeking a seasoned Group Director to provide premier service to Financial Advisors and Private Wealth Advisors, shaping the client service model and supervising daily operations. The role requires leadership to coordinate across teams and drive strategic initiatives, including client reporting and meetings.

Candidates should have 10+ years of relevant experience, advanced licenses (Series 7 and 66/63/65), and a collaborative mindset for optimizing business practices within a

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 are required; willingness to obtain additional licenses.

Responsibilities

• Cultivate relationships with business partners and colleagues; support FAs/PWAs/teams.
• Lead development and management of the team’s client service model and business plans.
• Oversee daily business operations and staff to ensure alignment with goals.

Skills

Leadership

Financial services

Client relations

Team collaboration

MS Office

Time management

Communication

Education

Series 7

Series 66 / 63 / 65

Advanced degree preferred

Tools

MS Excel

Job description

Morgan Stanley is seeking a seasoned Group Director to provide premier service to Financial Advisors and Private Wealth Advisors, shaping the client service model and supervising daily operations. The role requires leadership to coordinate across teams and drive strategic initiatives, including client reporting and meetings.

Candidates should have 10+ years of relevant experience, advanced licenses (Series 7 and 66/63/65), and a collaborative mindset for optimizing business practices within a