Director Of Business Strategy
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Job Location:
Cincinnati, OH - USA
Monthly Salary:
Not Disclosed
Posted on:
10-11-2025
Vacancies:
1 Vacancy
Job Summary
POSITION SUMMARY
Directors of Business Strategy provide exceptional service to our clients and support Financial Advisor(s)(FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director of Business Strategy is asenior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamswho is responsible for enhancing and maintaining deep relationships with new and existing clients. This industry professional leads the development implementation and management of the teams overallbusiness strategy.
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 relationshipsthrough an exceptional client experience
Plays a leadership role in assisting the FA/PWA/team in developing and delivering against their clientservice model including preparing for regular meetings as well as tracking follow-ups
Assisting the FA/PWA/team in developing and executing against their business plan and strategies tosupport it partnering closely with other market stakeholders such as Practice Strategy ConsultantsBusiness Development Managers and Market Management
At the direction of the client and/or FA/PWA/team preparing and reviewing various client reportsor 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 meetingsrepresenting the service lens
Focusing with the FA/PWA/team and other business partners to optimize business practiceefficiencies
May allocate work among a team of Support Professionals
EDUCATION EXPERIENCE KNOWLEDGE and SKILLS:
Education and/or Experience
10 years of experience in a field relevant to the position required
Advanced degree or professional certification or prior industry experience required
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
If required obtain and maintain CFP or CFA designation
Additional product licenses may be required
Knowledge/Skills
Strong leadership skills
Knowledge of financial services products including but not limited to equities bonds optionsmutual 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 internetapplications
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:
Market Business Service Officer and/or 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.
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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
Key Skills
- Business Development
- Marketing
- Pricing
- Analysis Skills
- Research Experience
- Project Management
- Research & Development
- Strategic Planning
- Financial Modeling
- Leadership Experience
- Management Consulting
- Analytics
About Company
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1, ... View more
