Private Wealth Growth & Client Experience Director

711 MS Smith Barney, LLC; Golden Glades (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Morgan Stanley seeks a seasoned service-oriented professional to support Financial Advisors and teams, enhancing client experiences and driving business development. The role emphasizes relationship cultivation, meeting preparation, and cross-functional collaboration to execute strategy and marketing initiatives.

Ideal candidates demonstrate leadership, adaptability, and a deep understanding of financial products, with extensive MS Office proficiency and regulatory licensure requirements.

Qualifications

• Spanish fluency and 10+ years of relevant work experience required.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Expert knowledge of basic computer use, MS Office and internet applications.
• Advanced degree or professional certification preferred or required depending on role.

Responsibilities

• Cultivate relationships with business partners and colleagues internally and externally.
• Support the FA/PWA/team in enhancing client relationships and delivering exceptional service.
• Assist with developing and delivering the client service model and preparing for meetings and follow-ups.
• Assist with business planning, analytics, and collaboration with strategy consultants and branch management.
• Perform clerical elements of digital and in-person marketing strategies including conferences, websites, and social media.

Skills

Interpersonal skills

Client service

Leadership

Attention to detail

Time management

Team collaboration

Adaptability

Multi-tasking

Technical proficiency

Education

Advanced degree or professional certification

Tools

MS Office

MS Excel

Job description

Morgan Stanley seeks a seasoned service-oriented professional to support Financial Advisors and teams, enhancing client experiences and driving business development. The role emphasizes relationship cultivation, meeting preparation, and cross-functional collaboration to execute strategy and marketing initiatives.

Ideal candidates demonstrate leadership, adaptability, and a deep understanding of financial products, with extensive MS Office proficiency and regulatory licensure requirements.