Senior Strategy Director: Client Growth & Partnerships

Morgan Stanley; San Francisco (CA); Sur place; USD 106 000 - 128 000; Plein temps

Résumé du poste

Morgan Stanley is seeking a highly experienced professional in San Francisco to lead client service initiatives, cultivate strategic relationships, and support senior teams in executing business plans with a focus on efficiency and accurate reporting.

Ideal candidates bring 10+ years of experience, required licenses, and advanced credentials. The role emphasizes collaboration across market stakeholders and delivering superior client experiences in a dynamic environment.

Qualifications

• 10+ years of experience in a field relevant to the position required.
• 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.
• If required, obtain, and maintain CFP or CFA designation.
• Additional product licenses may be required.

Responsabilités

• Cultivating relationships with business partners and colleagues internally and externally.
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience.
• Leadership role in assisting the FA/PWA/team in developing and delivering their client service model, including meetings and follow-ups.
• Assisting in developing and executing business plans and strategies with Market Management.
• Preparing and reviewing client reports or financial plans from firm-approved systems.
• Participating in client meetings representing the service lens.
• Optimizing business practice efficiencies.
• May allocate work among a team of Support Professionals.

Connaissances

Leadership skills

Financial services knowledge

MS Excel

Detail-oriented

Client service

Time management

Team player

Multi-tasking

Adaptable

Formation

Active Series 7 & Series 66 licenses

Series 63 & Series 65 licenses

CFP or CFA designation (if required)

Advanced degree or professional certification

Outils

MS Excel

MS Office

Internet applications

Description du poste

Morgan Stanley is seeking a highly experienced professional in San Francisco to lead client service initiatives, cultivate strategic relationships, and support senior teams in executing business plans with a focus on efficiency and accurate reporting.

Ideal candidates bring 10+ years of experience, required licenses, and advanced credentials. The role emphasizes collaboration across market stakeholders and delivering superior client experiences in a dynamic environment.