Private Wealth Management Director of Business Strategy

West Palm Beach, FL - USA

Monthly Salary: Not Disclosed

Posted on: 14 hours ago

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 a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who 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 overall business 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 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

Assisting the FA/PWA/team in developing and executing against their business plan and strategies to support it partnering closely with other market stakeholders such as Practice Strategy Consultants Business Development Managers and Market Management

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

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 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: Market Business Service Officer and/or Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 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