Head of Client Service & Wealth Team Operations

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

Benefits offered by this job

Discretionary incentive compensation

Medical, Prescription Drug, Dental, V,

Job summary

Morgan Stanley in the United States is seeking a Group Director to provide exceptional service to Financial Advisors and Private Wealth Advisors, shaping the client service model and overseeing daily operations. You will lead development, implementation, and management of all elements of the team’s service delivery.

The role requires 10+ years of experience, an advanced degree or relevant certifications, and active securities licenses.

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
• 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
• Leading the development and management of the team’s client service model and overseeing daily operations
• Preparing and reviewing client reports or financial plans from firm-approved systems
• Participating in client meetings representing the service lens
• Overseeing team priorities and ensuring alignment with business goals
• Supervising Support Professionals and assisting in hiring/training
• Developing and implementing strategies to execute business plans and performance tracking
• Collaborating with officers to promote firm initiatives and remediations
• Managing team client communications strategy

Skills

Leadership

Financial services knowledge

MS Excel proficiency

Client service orientation

Time management

Team collaboration

Adaptability

Effective communication

Education

Advanced degree or professional certification

Tools

Microsoft Office

Job description

Morgan Stanley in the United States is seeking a Group Director to provide exceptional service to Financial Advisors and Private Wealth Advisors, shaping the client service model and overseeing daily operations. You will lead development, implementation, and management of all elements of the team’s service delivery.

The role requires 10+ years of experience, an advanced degree or relevant certifications, and active securities licenses.