Base: $68,000 - $120,000 py; bonus/equity: not spe...
Client relationship management
Business operations oversight
Financial plan preparation
Group Directors provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis, shaping the vision of client service models and business management
Job Summary
Group Directors provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis, shaping the vision of client service models and business management.
This role involves leading the development, implementation, and management of all elements of the team’s client service model, including cultivating relationships and optimizing business practice efficiencies.
Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity for career advancement for those who show passion and grit.
Matching Summary
Group Directors provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis, shaping the vision of client service models and business management.
Salary
Base: $68,000 - $120,000 per year; Bonus/Equity: Not specified; Benefits: Other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Client relationship management
Business operations oversight
Financial plan preparation
Team leadership
Performance tracking
Nice-to-have
Exceptional client experience
Collaboration with business partners
Adaptability in fast-paced environment
Goal-oriented and results-driven
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