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
Job Summary
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.
This role involves leading the development, implementation, and management of all elements of the team’s client service model, including client relationship enhancement and meeting preparation.
Morgan Stanley is committed to maintaining first-class service, high standards of excellence, and fostering a diverse and inclusive workforce, offering attractive employee benefits and opportunities for growth.
Matching Summary
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.
Skills & Requirements
Must-have
client service model development
business practice efficiencies
team support professional oversight
client communications strategy
Nice-to-have
cultivating business partner relationships
exceptional client experience focus
collaboration with business partners
fast-paced evolving environment adaptability
Key Requirements
10+ years relevant work experience
Advanced degree or professional certification
Active Series 7 and Series 66 or Series 63 and Series 65 licenses