Group Director, Wealth Client Services & Team Operations

Morgan Stanley; United States; On-site; USD 180,000 - 320,000; Full time

Job summary

Morgan Stanley is seeking a Group Director to provide exceptional service to Financial Advisors/Private Wealth Advisors and teams, shaping the client service model and business management. The role oversees daily operations, develops and implements service strategies, and ensures alignment with business goals.

Candidates should have 10+ years of relevant experience, advanced certifications, and strong leadership capabilities in financial services and client relationship management.

Qualifications

• 10+ years of work experience in a field relevant to the position required.
• Advanced degree or professional certification or industry experience required.
• Series 7 and Series 66 or Series 63 and Series 65 required.
• Strong leadership and client service skills.
• Knowledge of financial products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.

Responsibilities

• Cultivating relationships with business partners and colleagues internally and externally.
• Supporting the FA/PWA/team in cultivating and enhancing client relationships through an exceptional client experience.
• Leading development and management of the team’s client service model and daily operations.
• Preparing and reviewing client reports or financial plans for existing or prospective clients.
• Participating in client meetings, representing the service lens.
• Overseeing team to align on priorities and business goals.
• Coordinating business matters and ensuring proper routing and progress tracking.
• Overseeing staff training and performance input with the BSO.

Skills

Leadership

Relationship management

Financial services knowledge

MS Excel

Education

Advanced degree or professional certification

Tools

MS Office

CRM systems

Job description

Morgan Stanley is seeking a Group Director to provide exceptional service to Financial Advisors/Private Wealth Advisors and teams, shaping the client service model and business management. The role oversees daily operations, develops and implements service strategies, and ensures alignment with business goals.

Candidates should have 10+ years of relevant experience, advanced certifications, and strong leadership capabilities in financial services and client relationship management.