Group Director

Morgan Stanley•New York, NY

About The Position

Group Directors provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams. This senior service-level role helps shape the team’s client service model and business management by defining clear roles and responsibilities and overseeing daily business operations. The Group Director leads the development, implementation, and management of all elements of the team’s client service model. The role supports client relationship development, service planning and follow-up, client communications, business efficiencies, and implementation of advisor business plans. It also oversees Support Professionals and coordinates team business matters, working with Business Service Officers and other partners on staffing, training, performance input, firm initiatives, and remediations. Applicants must be legally authorized to work in the United States and must not require current or future sponsorship for employment visa status. Expected base pay is $75,000–$125,000 per year at commencement; actual base pay is determined individually. Total compensation may also include commissions, incentive compensation, discretionary bonuses, other short- and long-term incentive packages, and sponsored benefit programs.

Requirements

At least 10 years of work experience in a field relevant to the position.
An advanced degree, professional certification, or industry experience is required.
Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA), is required.
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.
Detail orientation, superior organizational skills, and ability to prioritize.
Expert knowledge of basic personal computers, MS Office (particularly MS 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 orientation, self-motivation, and results-driven approach.
Legal authorization to work in the United States without requiring current or future employment visa sponsorship.

Responsibilities

Cultivate relationships with internal and external business partners and colleagues.
Support advisors and teams 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 advisor team.
Participate in existing-client and prospective-client meetings at the request of the advisor team, representing the service perspective.
Work with the advisor team and other business partners to optimize business practice efficiencies.
Oversee Support Professionals to ensure alignment with team priorities and business goals.
Coordinate team business matters, route them to appropriate contacts, ensure they are addressed properly and efficiently, and track progress through resolution.
Work with the Business Service Officer to oversee responsibilities such as interviewing Support Professional candidates, training team members, and providing input on staff performance.
Oversee development and implementation of strategies for executing advisor business plans, which may include performance tracking and managing 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.