Group Director

eptional client experience

• Plays a leadership role in assisting the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups

• At the direction of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients

• At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens

• Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies

• Oversee team Support Professionals to ensure alignment on team priorities and business goals

• Serve as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved

• Works in conjunction with the Business Service Officer (BSO) to oversee such team responsibilities as interviewing Support Professional candidates for hire, training team members and offering input on staff performance

• Oversees the development and implementation of strategies to execute Financial Advisor / Private Wealth Advisor business plans, which may include performance tracking and managing the support staff's monthly compensation

• Works with the Market Business Service Officer and/or the Business Service Officer to promote and execute firm initiatives, projects, and remediations with team members

• Manage team client communications strategy

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS

Education and/or Experience

• 10+ years of work experience in a field relevant to the position required

• Advanced degree or professional certification or industry experience required

• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required

• Willingness to obtain additional licenses and/or designations as required

Knowledge/Skills

• Strong leadership skills

• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

• Technically proficient and quick learner of new and updated platforms

• Detail oriented with superior organizational skills and ability to prioritize

• Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications

• Exceptional writing, interpersonal and client service skills

• Strong time management skills

• Team player with the ability to collaborate with others

• Ability to work in a fast-paced, evolving environment

• Adaptable and ability to multi-task

• Goal oriented, self-motivated and results driven

Reports to

• Business Service Officer and/or Market Business Service Officer

Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V

Version: 7/10/2024