Wealth Advisory Group Director

Morgan Stanley; Los Angeles (CA); Sur place; USD 105 000 - 119 000; Plein temps

Résumé du poste

Morgan Stanley in Los Angeles is seeking a Group Director to elevate service for Financial Advisors and Private Wealth Advisors. This senior role defines team roles, shapes the client service model, and leads daily operations to deliver an exceptional client experience.

You will cultivate relationships, support meetings, prepare client reports, oversee staff, and drive initiatives with business partners. Strong leadership and deep knowledge of financial products are essential for success.

Qualifications

• 10+ years of work experience in a field relevant to the position.
• Advanced degree or professional certification required.
• Active Series 7 and Series 66 or Series 63 and Series 65 required.
• Willingness to obtain additional licenses as needed.

Responsabilités

• Cultivate relationships with internal and external partners.
• Support FA/PWA/team in cultivating client relationships for an exceptional experience.
• Lead the development and management of the team’s client service model.
• Prepare and review client reports and financial plans.
• Participate in client meetings representing the service lens.
• Optimize business practices and oversee team priorities.
• Oversee Support Professionals and staff alignment with goals.
• Coordinate business matters and track resolution with care.
• Collaborate with BSO to hire, train, and evaluate staff.
• Develop strategies to execute business plans and manage compensation.

Connaissances

Leadership

Financial products knowledge

MS Excel

Client service

Communication skills

Formation

Advanced degree or certification

FINRA licenses: Series 7/66

Outils

MS Office

Financial software suites

Description du poste

Morgan Stanley in Los Angeles is seeking a Group Director to elevate service for Financial Advisors and Private Wealth Advisors. This senior role defines team roles, shapes the client service model, and leads daily operations to deliver an exceptional client experience.

You will cultivate relationships, support meetings, prepare client reports, oversee staff, and drive initiatives with business partners. Strong leadership and deep knowledge of financial products are essential for success.