Senior Director, Wealth Client Services & Operations

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

Benefits offered by this job

Medical benefits

Dental and Vision

401(k) plan

Bonus eligibility

Job summary

Morgan Stanley is seeking a seasoned Group Director to lead client service for Financial Advisors and Private Wealth Advisors. You will shape the team’s client service model, oversee daily operations, and drive strategy across partner relationships and team performance.

The role requires extensive experience in financial services, leadership, and a deep understanding of investment products, with strong MS Excel and office skills to support reporting and planning.

Qualifications

• 10+ years of work experience relevant to the role.
• Advanced degree or professional certification required.
• Active securities licenses (Series 7 and 66 or 63 and 65) required.
• Willingness to obtain additional licenses as needed.

Responsibilities

• Cultivate relationships with business partners and colleagues.
• Support FA/PWA/team in cultivating new and existing client relationships.
• Lead development and execution of the client service model for the team.
• Prepare and review client reports or financial plans from firm systems.

Skills

Leadership

Financial knowledge

Client service

Communication

Time management

Team collaboration

Education

Advanced degree or certification

Active Series 7 & 66 or 63 & 65 licenses

Tools

MS Excel

Firm-approved systems

MS Office

Job description

Morgan Stanley is seeking a seasoned Group Director to lead client service for Financial Advisors and Private Wealth Advisors. You will shape the team’s client service model, oversee daily operations, and drive strategy across partner relationships and team performance.

The role requires extensive experience in financial services, leadership, and a deep understanding of investment products, with strong MS Excel and office skills to support reporting and planning.