Group Director, Wealth Client Services

711 MS Smith Barney, LLC; New York (NY); In loco; USD 75.000 - 125.000; Tempo pieno

Descrizione del lavoro

Morgan Stanley is seeking a Group Director to lead the client service model for Financial Advisors and Private Wealth Advisors, shaping daily operations and defining team roles to support service excellence.

The role emphasizes leadership, development of client reports and strategic meetings, and collaboration with business partners to optimize practices. Requires 10+ years of experience, an advanced degree, and relevant licenses.

Competenze

• 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.

Mansioni

• Cultivate relationships with business partners and colleagues internally and externally.
• Support FA/PWA/team in cultivating and enhancing client relationships through an exceptional client experience.
• Lead in developing and delivering the client service model and preparing for meetings with timely follow-ups.

Conoscenze

Leadership

Financial services knowledge

MS Excel

Client service

Time management

Team collaboration

Formazione

Advanced degree

Professional licenses (Series 7/66 or 63/65)

Strumenti

MS Office

Descrizione del lavoro

Morgan Stanley is seeking a Group Director to lead the client service model for Financial Advisors and Private Wealth Advisors, shaping daily operations and defining team roles to support service excellence.

The role emphasizes leadership, development of client reports and strategic meetings, and collaboration with business partners to optimize practices. Requires 10+ years of experience, an advanced degree, and relevant licenses.