Senior Group Director, Wealth Client Services

711 MS Smith Barney, LLC; San Francisco (CA); On-site; USD 68,000 - 120,000; Full time

Job summary

Morgan Stanley is seeking a Senior Group Director to lead client service for Financial Advisors, PWAs, and teams in San Francisco. You will shape the service model, define roles, and oversee daily operations supporting client relationships and business growth.

Responsibilities include developing client reports, coordinating meetings, improving efficiency, and guiding staff performance while aligning with firm initiatives and strategic plans.

Qualifications

• Education and/or Experience 10+ years of work experience in a field relevant to the position required
• 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
• Strong leadership skills
• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Technically proficient with MS Office and internet applications
• Exceptional writing, interpersonal and client service skills

Responsibilities

• Cultivate relationships with business partners and colleagues internally and externally
• Support FA/PWA/team in cultivating and enhancing client relationships through an exceptional client experience
• Lead development and delivery of the team’s client service model and reports
• Prepare and review client reports or financial plans for existing or prospective clients
• Participate in client meetings to represent the service lens and track follow-ups
• Optimize business practice efficiencies with the FA/PWA/team
• Oversee Support Professionals to align with team priorities and goals
• Coordinate team business matters and ensure proper routing and progress tracking
• Partner with officers to hire/train staff and contribute to performance reviews
• Develop and implement strategies to execute business plans and compensation discussions
• Promote firm initiatives and remediations with team members
• Manage team client communications strategy

Skills

Leadership

Financial products knowledge

Client service

Team collaboration

Education

Advanced degree or professional certification

Series 7/66 or 63/65 licenses

Tools

MS Office

Excel

Job description

Morgan Stanley is seeking a Senior Group Director to lead client service for Financial Advisors, PWAs, and teams in San Francisco. You will shape the service model, define roles, and oversee daily operations supporting client relationships and business growth.

Responsibilities include developing client reports, coordinating meetings, improving efficiency, and guiding staff performance while aligning with firm initiatives and strategic plans.