Group Director - Atlanta GA


Morgan Stanley
Atlanta GA
Job Type: Full Time
Posting Date: 10/28/2024

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
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