Group Director

Overview

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 basis. The Group Director is a senior service level position responsible for helping shape the client service model and business management by defining clear roles and responsibilities for each team member and by overseeing daily business operations. This role leads the development, implementation, and management of all elements of the team’s client service model.
Responsibilities

Cultivate relationships with business partners and colleagues internally and externally.
Support the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience.
Lead the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings and tracking follow-ups.
Prepare and review various client reports or financial plans from firm-approved systems for existing or prospective clients, at the direction of the client and/or FA/PWA/team.
Participate in existing client and/or prospective client meetings, representing the service lens, at the request of the FA/PWA/team.
Collaborate 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 proper routing, timely responses, and tracking progress until resolution.
Work with the Business Service Officer (BSO) to oversee interviewing, training, and performance input for Support Professionals.
Oversee the development and implementation of strategies to execute FA/PWA business plans, including performance tracking and managing support staff compensation.
Collaborate with Market/Business Service Officers to promote and execute firm initiatives, projects, and remediations with team members.
Manage the team client communications strategy.
Education, Experience, Knowledge, and Skills

10+ years of work experience in a field relevant to the position.
Advanced degree or professional certification or equivalent industry experience.
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required; willingness to obtain additional licenses/designations as required.
Strong leadership skills.
Knowledge of financial services products including 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 use, MS Office (especially Excel), and internet applications.
Exceptional writing, interpersonal, and client service skills.
Strong time management and teamwork abilities; ability to collaborate with others.
Ability to work in a fast-paced, evolving environment; adaptable with multi-tasking capabilities.
Goal oriented, self-motivated, and results driven.
Reports to: Business Service Officer and/or Market 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. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide decisions to benefit clients, communities, and our 80,000+ employees in 1,200 offices across 42 countries. We offer opportunities to work with diverse teams and provide comprehensive employee benefits. Copy and paste the following into your browser to learn about our global offices: https://www.morganstanley.com/about-us/global-offices
Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. Base pay is determined on an individualized basis and is part of total compensation, which may include commission, incentive compensation, discretionary bonuses, and other Morgan Stanley sponsored programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a diverse workforce. Our recruiting efforts reflect our commitment to a culture of inclusion. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, guided by our core values and a standard of excellence. We are dedicated to providing first-class service and to fostering stronger communities worldwide. What We Do

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