Group Director, Wealth Client Services

711 MS Smith Barney, LLC; United States; On-site; USD 82,000 - 83,000; Full time

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

Health Savings Account

Life Insurance

Disability

Paid Time Off

Holidays

401(k)

Job summary

Morgan Stanley seeks a Group Director located in Connecticut to shape and oversee the client service model for Financial Advisors and Private Wealth Advisors. You will lead daily operations, coordinate staff, and ensure high-quality client experiences across teams.

You will drive strategy, manage performance, and collaborate with business service officers to implement initiatives and staffing plans, while upholding the firm’s standards and benefits offerings.

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 (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 and delivery of the client service model and tracks 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.
• Optimize business practice efficiencies with the team and other partners.
• Oversee the team and ensure alignment on priorities and goals.
• Coordinate for business matters and track progress to resolution.
• Assist in hiring, training, and staff performance input with supervisors.
• Develop and implement strategies to execute business plans and manage compensation where applicable.
• Promote firm initiatives and remediations with team members.
• Manage team client communications strategy.

Skills

Leadership

Financial services knowledge

MS Excel

Detail oriented

Time management

Team player

Adaptable

Education

Advanced degree or professional certification

Active Series 7/66 or Series 63/65

Tools

MS Office

Internet applications

Job description

Morgan Stanley seeks a Group Director located in Connecticut to shape and oversee the client service model for Financial Advisors and Private Wealth Advisors. You will lead daily operations, coordinate staff, and ensure high-quality client experiences across teams.

You will drive strategy, manage performance, and collaborate with business service officers to implement initiatives and staffing plans, while upholding the firm’s standards and benefits offerings.