Morgan Stanley - Norwell, MA

posted 2 months ago

Full-time - Senior
Norwell, MA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Director of Business Strategy is a senior-level position responsible for providing exceptional service to clients and supporting Financial Advisors (FAs) and Private Wealth Advisors (PWAs) in enhancing and maintaining relationships with both new and existing clients. This role involves leading the development, implementation, and management of the team's overall business strategy, ensuring an exceptional client experience and optimizing business practice efficiencies.

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

Requirements

  • 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
  • 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
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