Strategic Client Growth Director

Morgan Stanley; San Francisco (CA); On-site; USD 111,000 - 126,000; Full time

Job summary

Morgan Stanley in San Francisco is seeking a senior Business Development Director to provide outstanding service to Financial Advisors and Private Wealth Advisors, building trusted client relationships while leading service-level initiatives in marketing, portfolio tools and financial planning.

With 10+ years in a related field and required licenses (Series 7/66 or 63/65), you will collaborate across teams, drive client experience improvements, and manage multiple priorities in a fast-paced

Qualifications

• 10+ years in a relevant field.
• Advanced degree or professional certification.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses.
• Additional product licenses may be required.
• Strong leadership and client service skills.
• Expert knowledge of financial products.
• Proficiency in MS Excel and MS Office.

Responsibilities

• Cultivating relationships with business partners and colleagues internally and externally.
• Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience.
• Assisting the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups.
• Assisting the FA/PWA/team in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders.
• Proactively identifying business development and client segmentation opportunities using firm-approved systems and share with FA/PWA team to gather feedback.
• Executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity.
• Preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients.
• Assisting with research using firm-approved systems.
• Participating in existing client and/or prospective client meetings, representing the service lens.
• Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies.
• Disseminating trading window information, assisting with ESPP allocations, preparing reports and reconciliations as directed.
• Participating in firm initiatives and other duties directed by local management.
• Remaining current on all policies, procedures and new platforms.

Skills

Leadership

Financial products

Tech proficiency

Detail orientation

Writing skills

Time management

Team player

Multitasking

Education

10+ years experience

Advanced degree / certification

Tools

MS Excel

MS Office

Job description

Morgan Stanley in San Francisco is seeking a senior Business Development Director to provide outstanding service to Financial Advisors and Private Wealth Advisors, building trusted client relationships while leading service-level initiatives in marketing, portfolio tools and financial planning.

With 10+ years in a related field and required licenses (Series 7/66 or 63/65), you will collaborate across teams, drive client experience improvements, and manage multiple priorities in a fast-paced