Wealth Client Services Group Lead

711 MS Smith Barney, LLC; Los Angeles (CA); On-site; USD 105,000 - 119,000; Full time

Job summary

Morgan Stanley in Los Angeles seeks a Group Director to lead the client service model for Financial Advisors and Private Wealth Advisors, shaping team roles and daily operations. This senior role drives strategy, ensures exceptional client experiences, and aligns staff to business goals.

Ideal candidates have 10+ years in financial services, the required licenses, and proven leadership. Base pay is competitive with incentives, reflective of experience and firm performance.

Qualifications

• 10+ years of work experience in a field relevant to the position required.
• Advanced degree or professional certification required.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Willingness to obtain additional licenses and/or designations as 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 the development, implementation, and management of the team’s client service model and daily operations.
• Prepare and review client reports or financial plans from firm-approved systems for clients.
• Participate in client and prospective client meetings, representing the service lens.
• Coordinate with the team to optimize business practice efficiencies and track progress.
• Oversee selection, interviewing and training of Support Professionals with BSO involvement.
• Develop and implement strategies to execute Financial Advisor / Private Wealth Advisor business plans.
• Promote firm initiatives and remediations with team members; manage communications strategy.

Skills

Leadership

Client relationship management

Financial services knowledge

MS Excel

Communication skills

Time management

Education

Advanced degree or professional certification

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

Tools

MS Office

Job description

Morgan Stanley in Los Angeles seeks a Group Director to lead the client service model for Financial Advisors and Private Wealth Advisors, shaping team roles and daily operations. This senior role drives strategy, ensures exceptional client experiences, and aligns staff to business goals.

Ideal candidates have 10+ years in financial services, the required licenses, and proven leadership. Base pay is competitive with incentives, reflective of experience and firm performance.