Pwm Group Director

Morgan Stanley

Base: $68,000 to $120,000 py; bonus/equity: commis...
10+ years relevant work experience
Active series 7 and series 66 licenses
Strong leadership and team management skills
The Group Director provides exceptional service to clients and supports Financial Advisors by shaping the vision of the client service model

Job Summary

  • The Group Director provides exceptional service to clients and supports Financial Advisors by shaping the vision of the client service model.
  • This role involves overseeing daily business operations, managing support staff, and ensuring alignment on team priorities and business goals.
  • Morgan Stanley offers a comprehensive benefits package and opportunities for career growth alongside diverse and talented colleagues.

Matching Summary

The Group Director provides exceptional service to clients and supports Financial Advisors by shaping the vision of the client service model.

Salary

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

Skills & Requirements

Must-have

  • 10+ years relevant work experience
  • Active Series 7 and Series 66 licenses
  • Strong leadership and team management skills
  • Expert knowledge of financial products
  • Advanced degree or professional certification

Nice-to-have

  • Exceptional client service skills
  • Ability to work in fast-paced environment
  • Detail oriented with superior organizational skills
  • Collaborative team player mindset
  • Goal oriented and self-motivated attitude

Key Requirements

  • 10+ years of relevant work experience
  • Active Series 7 license required
  • Series 66 or Series 63/65 license required
  • Advanced degree or industry certification required
  • Willingness to obtain additional licenses as needed

Work Rights

Not specified

Tailored Resume

Cover Letter