Wealth Strategy Director - Client Growth & Leadership

711 MS Smith Barney, LLC; Newport Beach (CA); On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley is seeking a Director of Business Strategy to lead the development and management of the team’s overall business strategy in California. This senior role focuses on enhancing relationships with clients and partners while guiding the client service model and meeting preparation.

The position requires 10+ years in a related field, advanced degrees or professional certifications, and securities licenses. It offers a strong path with compensation including base pay and incentives.

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 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• If required, obtain 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
• Lead in assisting the FA/PWA/team in developing their client service model and meetings
• Assist in developing and executing business plans with market stakeholders
• Prepare and review client reports or financial plans for clients as directed
• Participate in client meetings representing the service lens
• Enhance business practice efficiencies with the FA/PWA/team
• May allocate work among a team of Support Professionals

Skills

Leadership

Finance knowledge

MS Office

Client service

Teamwork

Time management

Adaptability

Goal oriented

Education

10+ years exp

Advanced degree

CFP/CFA

Tools

MS Excel

Job description

Morgan Stanley is seeking a Director of Business Strategy to lead the development and management of the team’s overall business strategy in California. This senior role focuses on enhancing relationships with clients and partners while guiding the client service model and meeting preparation.

The position requires 10+ years in a related field, advanced degrees or professional certifications, and securities licenses. It offers a strong path with compensation including base pay and incentives.