Job Summary

• PWM Group Directors provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams by shaping the client service model and overseeing daily business operations.
• Responsibilities include cultivating relationships, supporting client acquisition and retention, preparing financial reports, and optimizing business practice efficiencies.
• The role involves leading the development and implementation of strategies to execute business plans, managing support staff, and coordinating business matters.

Matching Summary

Salary

Base: $68,000 - $120,000; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Key Requirements

• 10+ years of relevant work experience
• Advanced degree or professional certification or industry experience
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses
• Willingness to obtain additional licenses

Work Rights