Wealth Management Group Director: Client Experience Leader

PowerToFly; Chesterfield (MO); On-site; USD 150,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking a Group Director to lead and shape the client service model for Financial Advisors and Private Wealth Advisors. You will oversee daily operations, guide the service strategy, and coordinate cross-functional teams to deliver exceptional client experiences.

The role emphasizes leadership, wealth management knowledge, and licensing readiness, with collaboration across business partners and service officers. Strong organizational and communication skills are essential.

Qualifications

• 10+ years of work experience in a field relevant to the position required.
• Advanced degree or professional certification or industry experience required.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) 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.
• Developing and delivering the client service model, including meetings and tracking follow-ups.
• Preparing and reviewing client reports or financial plans from firm-approved systems for clients.
• Participating in client meetings, representing the service lens.
• Overseeing team priorities, business goals, and staff performance.

Skills

Leadership

Client Relationships

Financial Services Knowledge

MS Excel

Time Management

Team Collaboration

Education

10+ years experience

Advanced degree or professional cert

Series 7/66 or 63/65 licenses

Job description

Morgan Stanley is seeking a Group Director to lead and shape the client service model for Financial Advisors and Private Wealth Advisors. You will oversee daily operations, guide the service strategy, and coordinate cross-functional teams to deliver exceptional client experiences.

The role emphasizes leadership, wealth management knowledge, and licensing readiness, with collaboration across business partners and service officers. Strong organizational and communication skills are essential.