Private Wealth Growth & Client Experience Director

Morgan Stanley; Miami (FL); On-site; USD 110,000 - 170,000; Full time

Job summary

Morgan Stanley's Business Development Directors provide exceptional client service and support Financial Advisors, PWAs and teams daily. They lead service-level initiatives including digital marketing, portfolio tools and financial planning, building trusted relationships with clients and internal partners in a fast-paced environment.

Reporting to Market Business Service Officers, this role emphasizes leadership, industry knowledge and collaboration to optimize client experience and growth

Qualifications

• Spanish fluency.
• 10+ years of work experience in a field relevant to the position.
• Advanced degree or professional certification or prior industry experience required.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Additional product licenses may be required.

Responsibilities

• Cultivating relationships with business partners and colleagues internally and externally.
• Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience.
• Developing and delivering against client service model, including meetings and tracking follow-ups.
• Developing and executing business plans and strategies with market stakeholders.
• Identify business development opportunities using firm-approved systems and share insights with FA/PWA team.
• Execute clerical elements of digital and in-person marketing strategies including conferences, seminars, websites, social media and email connectivity.
• Prepare and review client reports or financial plans from firm-approved systems for clients.
• Assist with research using firm-approved systems.
• Participate in client meetings representing the service lens.
• Optimize business practice efficiencies with the FA/PWA/team.
• Support with corporate relationships tasks as directed.
• Engage in firm initiatives, training and education programs.
• Stay current on policies, procedures and new platforms.

Skills

Leadership

Financial products knowledge

Tech literacy

Attention to detail

Excel

Client service

Time management

Teamwork

Adaptability

Motivation

Education

Advanced degree

Professional certifications

Tools

Next Best Action

Analytics Hub

Job description

Morgan Stanley's Business Development Directors provide exceptional client service and support Financial Advisors, PWAs and teams daily. They lead service-level initiatives including digital marketing, portfolio tools and financial planning, building trusted relationships with clients and internal partners in a fast-paced environment.

Reporting to Market Business Service Officers, this role emphasizes leadership, industry knowledge and collaboration to optimize client experience and growth