Senior Private Wealth Group Director

Morgan-Stanley; Chesterfield (MO); On-site; USD 120,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking a Group Director to lead client service delivery for Financial Advisors and Private Wealth Advisors. The role focuses on shaping the service model, defining team roles, and overseeing daily operations to ensure superior client experiences.

Ideal candidates have 10+ years in financial services, advanced credentials, and active securities licenses. The position emphasizes leadership, collaboration, and strategic execution within a dynamic, fast-paced environment.

Qualifications

• 10+ years of work experience in a relevant field.
• Advanced degree or professional certification required.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses required.

Responsibilities

• Cultivating relationships with business partners and colleagues.
• Support FA/PWA/team in cultivating and enhancing client relationships.
• Lead development and delivery of the client service model and meetings.
• Prepare and review client reports or financial plans from firm systems.
• Participate in client meetings representing the service perspective.
• Optimize team business practices and track progress toward goals.
• Oversee Support Professionals and manage staff performance input.

Skills

Leadership

Client service skills

Communication skills

Time management

Team collaboration

Adaptability

Detail oriented

Writing skills

Industry knowledge

Education

Advanced degree or professional certification

Financial licenses (Series 7/66 or 63/65)

Tools

MS Excel

Job description

Morgan Stanley is seeking a Group Director to lead client service delivery for Financial Advisors and Private Wealth Advisors. The role focuses on shaping the service model, defining team roles, and overseeing daily operations to ensure superior client experiences.

Ideal candidates have 10+ years in financial services, advanced credentials, and active securities licenses. The position emphasizes leadership, collaboration, and strategic execution within a dynamic, fast-paced environment.