Group Director, Financial Advisory Client Services

Morgan Stanley; New York (NY); On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley in New York is seeking a Group Director to lead and shape the client service model for Financial Advisors and Private Wealth Advisors. You will define roles, oversee daily operations and manage the team's client service strategy to deliver exceptional service.

The role requires 10+ years of experience and advanced credentials, with licenses such as Series 7/66 or equivalent. You will partner with business leaders, drive efficiency, and ensure alignment with firm initiatives across

Qualifications

• 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.
• 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
• Leads the development, implementation, and management of the team’s client service model
• Preparing and reviewing client reports or financial plans for existing or prospective clients
• Participating in client meetings, representing the service lens
• Optimizing team business practice efficiencies
• Oversee team Support Professionals to align with priorities and goals
• Coordinate business matters and track progress until resolved

Skills

Leadership

Financial services product knowledge

MS Office

Organizational skills

Written & interpersonal skills

Time management

Team collaboration

Adaptability

Multi-tasking

Goal orientation

Education

10+ years of experience

Advanced degree or professional certification

Tools

MS Office

MS Excel

Job description

Morgan Stanley in New York is seeking a Group Director to lead and shape the client service model for Financial Advisors and Private Wealth Advisors. You will define roles, oversee daily operations and manage the team's client service strategy to deliver exceptional service.

The role requires 10+ years of experience and advanced credentials, with licenses such as Series 7/66 or equivalent. You will partner with business leaders, drive efficiency, and ensure alignment with firm initiatives across