Group Director, Wealth Advisory Services

Morgan-Stanley; Morristown (NJ); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical and Dental Insurance

401(k) Plan

Paid Time Off and Holidays

Employee Benefits and Perks

Job summary

Morgan Stanley in Morristown, NJ is seeking a Group Director to lead client service initiatives for Financial Advisor/Private Wealth Advisor teams. You will shape the team’s service model, oversee daily operations, and partner with internal stakeholders to deliver superior client experiences.

The role requires 10+ years of relevant experience, advanced credentials, and active FINRA licenses. Expect a collaborative, fast-paced environment with opportunities to influence strategic client

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.

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 and prepares for regular meetings while tracking follow-ups.
• Preparing and reviewing client reports or financial plans from firm-approved systems for existing or prospective clients.
• Participating in client meetings, representing the service lens at the request of the FA/PWA/team.
• Optimizing business practice efficiencies with the FA/PWA/team and other business partners.
• Overseeing the development and management of team Support Professionals to ensure alignment with priorities and goals.
• Coordinating business matters related to the team and ensuring proper routing and progress tracking.
• Overseeing the implementation of strategies to execute Financial Advisor / Private Wealth Advisor business plans, including performance tracking and staff compensation.
• Working with Market Business Service Officer to promote and execute firm initiatives and remediations with team members.
• Managing team client communications strategy.

Skills

Leadership

Financial products knowledge

Client service orientation

Communication skills

Time management

Team collaboration

Adaptability

Attention to detail

Business process optimization

MS Office proficient

Education

10+ years of relevant work 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 in Morristown, NJ is seeking a Group Director to lead client service initiatives for Financial Advisor/Private Wealth Advisor teams. You will shape the team’s service model, oversee daily operations, and partner with internal stakeholders to deliver superior client experiences.

The role requires 10+ years of relevant experience, advanced credentials, and active FINRA licenses. Expect a collaborative, fast-paced environment with opportunities to influence strategic client