Group Director

Morgan Stanley•Atlanta, GA

About The Position

The Group Director is a senior service-level position that provides exceptional client service and daily support to Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams. The role helps shape the team’s client service model and business management by defining team-member roles and responsibilities and overseeing daily business operations. The Group Director leads the development, implementation, and management of the team’s client service model.

Requirements

At least 10 years of work experience in a field relevant to the position.
An advanced degree, professional certification, or industry experience.
Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 licenses.
Willingness to obtain additional licenses and/or designations as required.
Strong leadership skills.
Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
Technical proficiency and ability to learn new and updated platforms quickly.
Attention to detail, superior organizational skills, and ability to prioritize.
Expert knowledge of basic personal computers, Microsoft Office (particularly Excel), and internet applications.
Exceptional writing, interpersonal, and client service skills.
Strong time-management skills.
Ability to collaborate with others as a team player.
Ability to work in a fast-paced, evolving environment.
Adaptability and ability to multitask.
Goal-oriented, self-motivated, and results-driven.
Must be legally authorized to work in the United States and must not require current or future employment-visa sponsorship.

Responsibilities

Cultivate relationships with internal and external business partners and colleagues.
Support the FA, PWA, or team in cultivating and enhancing new and existing client relationships through an exceptional client experience.
Help develop and deliver the team’s client service model, including preparing for regular meetings and tracking follow-ups.
Prepare and review client reports or financial plans from firm-approved systems for existing or prospective clients, at the direction of the client and/or FA, PWA, or team.
Participate in existing-client and prospective-client meetings at the request of the FA, PWA, or team, representing the service perspective.
Work 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.
Coordinate team business matters, direct them to the appropriate contact, ensure they are addressed efficiently and judiciously, and track progress until resolution.
Work with the Business Service Officer (BSO) on team responsibilities, including interviewing Support Professional candidates, training team members, and providing input on staff performance.
Oversee development and implementation of strategies for executing Financial Advisor and Private Wealth Advisor business plans, potentially including performance tracking and management of support staff monthly compensation.
Work with the Market Business Service Officer and/or Business Service Officer to promote and execute firm initiatives, projects, and remediations with team members.
Manage the team’s client communications strategy.