Group Director
Group Director
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$ 68000 - 120000
1 Vacancy
Job Description
POSITION SUMMARY:
Group Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily Group Director is a senior service level position for aFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamswho is responsible forhelping to shape the vision of client service model and business management bydefining clear roles and responsibilities for each team member and by overseeing daily business operations. This industry professional leads the development implementation and management of all elements of the teams client service model.
DUTIES and RESPONSIBILITIES:
- Cultivating relationships with business partners and colleagues internally and externally
- Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional 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 staffs 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
- 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
- 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
- Business Service Officer and/or Market Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $68000 and $120000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.
Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Required Experience:
Director
Employment Type
Full-Time
