morgan stanleyNew York, NY
Group Director, Financial Advisory Client Services
Group Director, Financial Advisory Client Services
Group Director, Financial Advisory Client Services
morgan stanleyNew York, NY
15 days ago
Personal Financial AdvisorsFinancial ManagersSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Apply for this role (opens in a new tab)Morgan Stanley in New York is seeking a Group Director to lead and shape the client service model for Financial Advisors and Private Wealth Advisors. You will define roles, oversee daily operations and manage the team's client service strategy to deliver exceptional service.
The role requires 10+ years of experience and advanced credentials, with licenses such as Series 7/66 or equivalent. You will partner with business leaders, drive efficiency, and ensure alignment with firm initiatives across
Also on the board Same function, level within a rung
Level
Manager
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
15 days ago