Logo of Huzzle

Home

Matches

Explore

Manage

Group Director

image

Morgan Stanley

25d ago

  • Job
    Full-time
    Expert Level
  • Business, Operations & Strategy
    Banking & Finance
  • Pasadena, +1

AI generated summary

  • You need 10+ years in a relevant field, advanced degree/certification, active licenses, leadership experience, strong compliance and problem-solving skills, and effective communication abilities.
  • You will lead a support team, manage priorities, oversee client relations, develop strategies, resolve issues, and ensure operational efficiency while collaborating with management and team members.

Requirements

  • 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
  • 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

Responsibilities

  • 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
  • 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 interns

FAQs

What is the primary role of a Group Director at Morgan Stanley?

The Group Director is responsible for shaping the vision of client service and business management within the Financial Advisor / Private Wealth Advisor team, overseeing daily operations, and ensuring exceptional service delivery to clients.

How many team members will the Group Director lead?

The Group Director will lead three or more full-time support team members.

What educational qualifications are required for the Group Director position?

A minimum of 10 years of work experience relevant to the position, along with an advanced degree or professional certification, is required. Active Series 7 and Series 66 or Series 63 and Series 65 licenses are also required.

What are the key responsibilities of the Group Director?

Key responsibilities include business management and strategy, operational and administrative management, overseeing team activities, developing client relationships, and implementing business plans.

What skills are essential for the Group Director role?

Essential skills include strong leadership capabilities, exceptional communication skills, conflict resolution skills, detail orientation, organizational skills, and the ability to work in a fast-paced environment.

Who does the Group Director report to?

The Group Director reports to the Business Service Manager and/or Complex Business Service Officer.

What is the expected base pay range for this position?

The expected base pay range for the role will be between $50,000 and $115,000 per year, depending on individual qualifications and experience.

Is there a focus on diversity and inclusion at Morgan Stanley?

Yes, Morgan Stanley is committed to diversity and inclusion, valuing diverse perspectives, and reflecting this commitment in its workforce and company culture.

What type of training and development opportunities are available for the Group Director?

The Group Director will have opportunities for training and development through collaboration with team members and involvement in educational sessions, as well as support for obtaining additional licenses and certifications.

How does Morgan Stanley support employee benefits?

Morgan Stanley offers attractive and comprehensive employee benefits and perks, supporting employees and their families at every point in their work-life journey.

image

Morgan Stanley

Finance
Industry
10,001+
Employees
1935
Founded Year

Mission & Purpose

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — put clients first, do the right thing, lead with exceptional ideas, commit to diversity and inclusion, and give back — that guide its more than 70,000+ employees across 41 countries.