Director Of Business Strategy/relationship Manager-svp

Morgan Stanley UK

Base: $68,000 - $120,000 py; bonus/equity: commiss...
Not specified
Oversee team support professionals
Develop client investment strategies
Prepare financial plans and reports
Morgan Stanley UK is seeking a Director of Business Strategy/Relationship Manager to enhance client relationships and lead business strategy for Financial Advisors and Private Wealth Advisors. The role requires extensive experience in the financial services industry, strong leadership skills, and the ability to develop tailored investment strategies for clients. ###

Job Summary

  • The Director of Business Strategy leads the development and implementation of the team's overall business strategy while enhancing relationships with new and existing clients.
  • This senior service level position requires overseeing support professionals, preparing client reports, and participating in meetings to represent the firm's service lens.
  • Morgan Stanley offers a comprehensive benefits package, opportunities for career advancement, and a culture committed to diversity, inclusion, and putting clients first.

Matching Summary

Match Score: 85

Morgan Stanley UK is seeking a Director of Business Strategy/Relationship Manager to enhance client relationships and lead business strategy for Financial Advisors and Private Wealth Advisors. The role requires extensive experience in the financial services industry, strong leadership skills, and the ability to develop tailored investment strategies for clients. ###

Salary

Base: $68,000 - $120,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses included; Benefits: Comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • Oversee team support professionals
  • Develop client investment strategies
  • Prepare financial plans and reports
  • Ensure compliance with regulations
  • Lead business strategy execution

Nice-to-have

  • Exceptional written communication skills
  • Strong time management abilities
  • Adaptable to fast-paced environment
  • Collaborative team player mindset
  • Goal-oriented results driven approach

Key Requirements

  • 10+ years relevant experience required
  • Active Series 7 and Series 66 licenses
  • College degree or CFA/CFP/MBA required
  • Knowledge of equities bonds options mutual funds
  • Advanced degree or prior industry experience

Work Rights

Not specified

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