Senior Wealth Management Group Lead - Client Experience

Morgan Stanley; Chesterfield (MO); On-site; USD 150,000 - 190,000; Full time

Job summary

Morgan Stanley in the United States seeks a Group Director to lead client service strategy for Financial Advisors and Private Wealth Advisors. This senior role shapes the team’s service model, defines roles, and oversees daily operations to ensure top-tier client experiences.

Responsibilities include managing client reports, coordinating meetings, and guiding staff performance. Requires 10+ years’ experience, advanced degree or certification, and active securities licenses with willingness to

Qualifications

• 10+ years of work experience in a relevant field
• Advanced degree or professional certification 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

Responsibilities

• Cultivate relationships with business partners and colleagues internally and externally
• Support FAs/PWAs/teams in building and maintaining client relationships with exceptional service
• Lead the development and execution of the team’s client service model and reporting
• Prepare and review client reports or financial plans for existing or prospective clients
• Coordinate team communications and ensure timely follow-ups and progress tracking
• Oversee daily business operations and staff performance with the Business Service Officer

Skills

Leadership

Client relations

Written communication

Time management

Team collaboration

Adaptability

Education

Advanced degree or professional certification

Active Series 7/66 or Series 63/65

Tools

MS Excel

MS Office

Job description

Morgan Stanley in the United States seeks a Group Director to lead client service strategy for Financial Advisors and Private Wealth Advisors. This senior role shapes the team’s service model, defines roles, and oversees daily operations to ensure top-tier client experiences.

Responsibilities include managing client reports, coordinating meetings, and guiding staff performance. Requires 10+ years’ experience, advanced degree or certification, and active securities licenses with willingness to