POSITION SUMMARY:The Group Director is a critical member of the Financial Advisor / Private Wealth Advisor team. This role helps shape the vision of client service and business management for the Financial Advisor / Private Wealth Advisor team by defining clear roles and responsibilities for each team member and by overseeing daily business operations. This dynamic leader plays a key role in delivering exceptional service to clients, while supporting Financial Advisors / Private Wealth Advisors in the development and execution of their business plans, identifying new business opportunities, and overseeing client meetings and events. The Group Director supports the Financial Advisor / Private Wealth Advisor team holistically, contributing to a strong culture by motivating team members to embrace new ideas and ensure a high level of service.DUTIES and RESPONSIBILITIES:Business Management & StrategyLeads three or more full-time support team members who manage the service and business activities of a teamAllocates work across team members, managing priorities and schedules, while serving as an escalation point for team-related issues and concernsWorks in conjunction with the Business Service Manager (BSM) to oversee such team responsibilities as interviewing 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 compensationLeads support team to establish and cultivate relationships with new and existing clients and proactively guides the resolution of issues and concernsFocuses strategically on client business developmentUtilizes financial planning tools to analyze complex financial information and participates in client/prospect financial planning presentationsParticipates in quarterly/annual business performance reviews with clients to help maximize investment performance resultsLeads business strategy and education sessions with team members to promote Morgan Stanley initiatives and/or the implementation of the firm's capabilities as part of the team's ongoing strategy to deepen and enhance client relationshipsWorks with the Complex Business Service Officer and/or the Business Service Manager to promote and execute firm initiatives, projects, and remediations with team membersOperational & Administrative ManagementDevelops procedures for solving client concerns (logistical, administrative, etc.) and follows through on resolution of client service projects and operational issuesServes as the lead contact with clients for administrative problem resolution and fields general client questions on a wide spectrum of topicsDevelops strategies to enhance business operations that support revenue-generating activities for the ComplexPerforms preliminary review of all outgoing correspondence and reports for accuracyManages service transaction processes for clients in collaboration with team membersPartners with the Business Service Manager to monitor team schedules and vacation calendarPlans and leads team staff meetingsServes as the liaison between local management and the Complex team and the main point of contact for internsEDUCATION, 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)Willingness to obtain additional licenses and/or designations as requiredKnowledge/SkillsEnjoys working with people and solving problemsEvidence of strong leadership skills or previous supervisory experienceStrong industry and product knowledge, including understanding of applicable compliance rules and regulationsAbility to think and execute strategically, prioritize and resolve complex problems and escalate as necessaryDetail-oriented with superior organizational and time management skills, including delegation of workEffective written and verbal communication skills, providing comprehensive feedback and solutions to complex issuesExceptional conflict resolution skillsTeam player with the ability to collaborate with othersProficient in applicable software applicationsAbility and interest to work in a fast-paced, evolving environmentReports to:Business Service Officer and/or Complex Business Service OfficerMorgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
