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 externallySupporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experiencePlays 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-upsAt 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 clientsAt the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lensFocusing with the FA/PWA/team and other business partners to optimize business practice efficienciesOversee team Support Professionals to ensure alignment on team priorities and business goalsServe 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 resolvedWorks 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 performanceOversees 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 compensationWorks with the Market Business Service Officer and/or the Business Service Officer to promote and execute firm initiatives, projects, and remediations with team membersManage team client communications strategyEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or Experience10+ years of work experience in a field relevant to the position requiredAdvanced degree or professional certification or industry experience requiredActive Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) requiredWillingness to obtain additional licenses and/or designations as requiredKnowledge/SkillsStrong leadership skillsKnowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accountsTechnically proficient and quick learner of new and updated platformsDetail oriented with superior organizational skills and ability to prioritizeExpert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applicationsExceptional writing, interpersonal and client service skillsStrong time management skillsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentAdaptable and ability to multi-taskGoal oriented, self-motivated and results drivenReports to:Business Service Officer and/or Market Business Service OfficerWHAT 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 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. 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.We're committed to bringing passion and customer focus to the business.

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