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Morgan Stanley

Group Director

Morgan Stanley, Atlanta, Georgia, United States, 30383


Group Director

Job Number:

3260625

POSTING DATE: Oct 17, 2024

PRIMARY LOCATION: Americas-United States of America-Georgia-Atlanta

JOB: Wealth Management

EMPLOYMENT TYPE: Full Time

JOB LEVEL: Professional

DESCRIPTION

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

QUALIFICATIONS

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

Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V

Version: 7/10/2024

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