Strategic Growth Lead for Private Wealth Advisory

Morgan-Stanley

Houston (TX)

On-site

USD 150,000 - 210,000

Full time

14 days+

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Job summary

Morgan Stanley is seeking a Director of Business Strategy to support Financial Advisors and Private Wealth Advisors by shaping and executing the team’s strategy. You will lead client-focused initiatives, collaborate with cross-functional partners, and help optimize service delivery and client experiences.

The role requires 10+ years in relevant fields, active FINRA licenses, and advanced degrees or professional certifications.

Qualifications

10+ years of experience in a field relevant to the position
Advanced degree or professional certification or prior industry experience required
Active Series 7 and Series 66 or Series 63 and Series 65 required
CFP or CFA designation may be required
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 developing and delivering against the client service model, including meetings and follow-ups
Assists in developing and executing business plans with market stakeholders
Prepares and reviews client reports or financial plans from firm-approved systems
Participates in client meetings representing the service lens
Optimizes business practice efficiencies with the team
May allocate work among a team of Support Professionals