Group Director - Wealth Client Service Leader

Morgan-Stanley; Town of Islip (NY); Presencial; USD 75.000 - 125.000; Jornada completa

Descripción de la vacante

Morgan Stanley is seeking a seasoned Group Director to lead client service operations for Financial Advisor teams in the New York area. You will shape the service model, define roles, and manage daily activities to deliver an exceptional client experience.

This senior role requires strong leadership, strategic thinking, and deep knowledge of a wide range of financial products. You will drive collaboration with FAs/PWAs, partner with business stakeholders, and ensure effective reports, meetings,

Formación

• 10+ years of work experience in a field relevant to the position.
• Advanced degree or professional certification or industry experience.
• 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.
• Strong leadership and client service skills.
• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance.
• Proficient with MS Office and internet applications.
• Ability to work in a fast-paced, evolving environment.

Responsabilidades

• Cultivating relationships with business partners and colleagues.
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience.
• Leading development and management of the team’s client service model and overseeing daily business operations.
• 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.
• Optimizing business practice efficiencies with the FA/PWA/team and other partners.
• Overseeing Support Professionals to ensure alignment on team priorities and goals.
• Coordinating business matters related to the team and tracking progress to resolution.
• Working with BSO to hire, train, and evaluate staff; supporting compensation planning.
• Promoting and executing firm initiatives and remediations with team members.

Conocimientos

Leadership

Financial services knowledge

MS Office / Excel

Communication & client service

Time management

Team collaboration

Adaptability

Attention to detail

Educación

Advanced degree or professional certification

Herramientas

MS Office (Excel)

CRM software

Financial planning platforms

Descripción del empleo

Morgan Stanley is seeking a seasoned Group Director to lead client service operations for Financial Advisor teams in the New York area. You will shape the service model, define roles, and manage daily activities to deliver an exceptional client experience.

This senior role requires strong leadership, strategic thinking, and deep knowledge of a wide range of financial products. You will drive collaboration with FAs/PWAs, partner with business stakeholders, and ensure effective reports, meetings,