The Director of Business Strategy/Relationship Manager is responsible for enhancing and maintaining deep relationships with new and existing clients, leading the development, implementation, and management of the team’s overall business strategy
Job Summary
The Director of Business Strategy/Relationship Manager is responsible for enhancing and maintaining deep relationships with new and existing clients, leading the development, implementation, and management of the team’s overall business strategy.
Key responsibilities include cultivating relationships with business partners, supporting client cultivation, developing and delivering against client service models, and executing business plans and strategies.
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
The Director of Business Strategy/Relationship Manager is responsible for enhancing and maintaining deep relationships with new and existing clients, leading the development, implementation, and management of the team’s overall business strategy.
Salary
Base: $68,000 - $120,000; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Client relationship management
Business strategy implementation
Financial planning and wealth management
Investment consulting
Client service model development
Nice-to-have
Leadership skills
Team collaboration
Adaptability
Goal-oriented
Creative thinking
Key Requirements
10+ years of relevant experience
College degree or professional certification (CFA, CFP, MBA)
Active Series 7 and Series 66 (or 63/65)
Obtain and maintain CFP or CFA designation if required