Senior Wealth Advisory Group Director

Morgan Stanley; Oak Brook (IL); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

Health Savings Account

Dependent Day Care Savings Account

Life Insurance

Disability Insurance

Paid Time Off

Sick Leave

Parental Leave

20 Vacation Days annually

Job summary

Group Directors at Morgan Stanley provide exceptional service to clients and support Financial Advisors, PWAs and teams daily. This senior role shapes the client service model, defines roles, and oversees daily operations.

The position leads development, implementation, and management of all elements of the team’s service model. 10+ years of relevant experience, advanced degree or professional certification, and required securities licenses are expected.

Qualifications

• 10+ years of work experience in a field relevant to the position.
• 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.

Responsibilities

• Cultivating relationships with business partners and colleagues internally and externally.
• Supporting the FA/PWA/team in cultivating and enhancing client relationships through an exceptional client experience.
• Developing and delivering against the client service model, including meetings and tracking follow-ups.
• Preparing/reviewing client reports or financial plans for existing or prospective clients.
• Participating in client meetings, representing the service lens.
• Optimizing business practice efficiencies with the FA/PWA/team.
• Oversee team Support Professionals to align with team priorities and goals.
• Coordinate business matters to appropriate contacts and track progress to resolution.
• Oversee staff recruitment, training, and performance input with BSOs.
• Develop/implement strategies to execute business plans and compensation for support staff.
• Promote firm initiatives and remediations with team members.
• Manage team client communications strategy.

Skills

Leadership

Financial products knowledge

MS Excel

Detail oriented

Written, interpersonal skills

Time management

Team player

Adaptable / multi-task

Goal oriented

Education

Advanced degree or professional certification

Tools

MS Office

Job description

Group Directors at Morgan Stanley provide exceptional service to clients and support Financial Advisors, PWAs and teams daily. This senior role shapes the client service model, defines roles, and oversees daily operations.

The position leads development, implementation, and management of all elements of the team’s service model. 10+ years of relevant experience, advanced degree or professional certification, and required securities licenses are expected.