Group Director, Wealth Advisory & Client Service

711 MS Smith Barney, LLC; Village of Garden City (NY); On-site; USD 110,000 - 130,000; Full time

Job summary

Morgan Stanley in New York seeks a Group Director to lead client service for Financial Advisors and Private Wealth Advisors, shaping the service model, defining team roles, and overseeing daily operations. This role drives the development, implementation, and management of all elements of the team’s client service model.

You will cultivate relationships, supervise staff, prepare client reports, support business initiatives, and work with the Business Service Officer to execute firm initiatives

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 and Series 66 or Series 63 and Series 65 required; willingness to obtain additional licenses.

Responsibilities

• Cultivating relationships with business partners and colleagues internally and externally.
• Support FAs/PWAs/teams in cultivating client relationships and delivering client experience.
• Lead development and delivery of the client service model and reporting for meetings.
• Prepare and review client reports and financial plans from firm-approved systems.
• Oversee team communications strategy and staff performance in coordination with BSO.

Skills

Leadership

Financial services knowledge

Written communication

Interpersonal skills

Time management

Team player

Education

Advanced degree or professional certification

Tools

MS Excel

MS Office

Job description

Morgan Stanley in New York seeks a Group Director to lead client service for Financial Advisors and Private Wealth Advisors, shaping the service model, defining team roles, and overseeing daily operations. This role drives the development, implementation, and management of all elements of the team’s client service model.

You will cultivate relationships, supervise staff, prepare client reports, support business initiatives, and work with the Business Service Officer to execute firm initiatives