Group Director

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 for a Financial Advisor(s)
(FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping
to shape the vision of client service model and business management by defining
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 team’s 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 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





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 - aren’t just beliefs, they guide the decisions we make
every day to do what's best for our clients, communities and more than 80,000 employees
in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s also
ample opportunity to move about the business for those who show passion and grit in their
work.




To learn more about our offices across the globe, please copy and paste
https://www.morganstanley.com/about-us/global-offices​
into your browser.




Expected base pay rates for the role will be between $68,000 and $120,000 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 Stanley's 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).