Strategic Growth Director for Wealth Advisory

711 MS Smith Barney, LLC; San Francisco (CA); On-site; USD 106,000 - 128,000; Full time

Job summary

Morgan Stanley is seeking a Director of Business Strategy in San Francisco to lead the team’s overall business strategy and enhance client relationships across the FA/PWA network.

The role requires deep leadership, advanced financial product knowledge, and active securities licenses. It emphasizes collaboration, strategic planning, and delivering exceptional client service to drive growth.

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.

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.
• Leads the development, implementation, and management of the team’s overall business strategy and client service model.

Skills

Leadership

Client service

Financial products knowledge

MS Excel

MS Office

Education

10+ years experience in relevant field

Advanced degree or professional certification

Active Series 7 and Series 66 or Series 63 and Series 65

CFP or CFA designation (if required)

Additional product licenses

Tools

MS Excel

MS Office Suite

Job description

Morgan Stanley is seeking a Director of Business Strategy in San Francisco to lead the team’s overall business strategy and enhance client relationships across the FA/PWA network.

The role requires deep leadership, advanced financial product knowledge, and active securities licenses. It emphasizes collaboration, strategic planning, and delivering exceptional client service to drive growth.