Strategic Growth & Client Relations Director

711 MS Smith Barney, LLC

Houston (TX)

On-site

USD 120,000 - 180,000

Full time

14 days+

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Job summary

Morgan Stanley is seeking a senior contributor to strengthen client relationships and leadership within the FA/PWA team. You will support strategic client service delivery, partner with market stakeholders, and help execute business plans while maintaining a high standard of client experience.

The role emphasizes leadership, industry knowledge, and collaboration to drive client outcomes in a dynamic financial environment.

Qualifications

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

Responsibilities

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.
Leads in assisting the FA/PWA/team in developing and delivering their client service model, including meetings and follow-ups.
Assisting the FA/PWA/team in developing and executing against their business plan and strategies with other market stakeholders.
Preparing and reviewing client reports or financial plans from firm-approved systems for clients.
Participating in client meetings, representing the service lens when requested.
Working with the team to optimize business practice efficiencies.
May allocate work among a team of Support Professionals.