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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 & Strategy * Leads three or more full-time support team members who manage the service and business activities of a team * Allocates work across team members, managing priorities and schedules, while serving as an escalation point for team-related issues and concerns * Works 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 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 * Leads support team to establish and cultivate relationships with new and existing clients and proactively guides the resolution of issues and concerns * Focuses strategically on client business development * Utilizes financial planning tools to analyze complex financial information and participates in client/prospect financial planning presentations * Participates in quarterly/annual business performance reviews with clients to help maximize investment performance results * Leads 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 relationships * Works with the Complex Business Service Officer and/or the Business Service Manager to promote and execute on firm initiatives, projects, and remediations with team members Operational & Administrative Management * Develops procedures for solving client concerns (logistical, administrative, etc.) and follows through on resolution of client service projects and operational issues * Serves as the lead contact with clients for administrative problem resolution and fields general client questions on a wide spectrum of topics * Develops strategies to enhance business operations that support revenue-generating activities for the Complex * Performs preliminary review of all outgoing correspondence and reports for accuracy * Manages service transaction processes for clients in collaboration with team members * Partners with the Business Service Manager to monitor team schedules and vacation calendar * Plans and leads team staff meetings * Serves as the liaison between local management and the Complex team and the main point of contact for intern

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) * Willingness to obtain additional licenses and/or designations as required _*Knowledge/Skills* * Enjoys working with people and solving problems * Evidence of strong leadership skills or previous supervisory experience * Strong industry and product knowledge, including understanding of applicable compliance rules and regulations * Ability to think and execute strategically, prioritize and resolve complex problems and escalate as necessary * Detail-oriented with superior organizational and time management skills, including delegation of work * Effective written and verbal communication skills, providing comprehensive feedback and solutions to complex issues * Exceptional conflict resolution skills * Team player with the ability to collaborate with others * Proficient in applicable software applications * Ability and interest to work in a fast-paced, evolving environment *Reports to:* * Business Service Manager and/or Complex Business Service Office

Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V

Job: *Wealth Management

Title: Private Wealth Management Group Director

Location: Florida-Miami

Requisition ID: 3255250