Morgan Stanley
Directors of Business Strategy provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director of Business Strategy is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for enhancing and maintaining deep relationships with new and existing clients. This industry professional leads the development, implementation, and management of the team’s overall business strategy.
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
Assisting the FA/PWA/team in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Market Management
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 optimise business practice efficiencies
May allocate work among a team of Support Professionals
Education & Experience
10+ years of experience in a field relevant to the position required
Advanced degree or professional certification or prior industry experience required
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
If required, obtain and maintain CFP or CFA designation
Additional product licenses may be 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 organisational skills and ability to prioritise
Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
Exceptional writing, interpersonal and client service 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
Market Business Service Officer and/or Business Service Officer
What to Expect from Morgan Stanley We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, 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).
Seniority Level Director
Employment Type Full‑time
Job Function Finance
Industries Financial Services, Investment Management, and Capital Markets
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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
Assisting the FA/PWA/team in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Market Management
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 optimise business practice efficiencies
May allocate work among a team of Support Professionals
Education & Experience
10+ years of experience in a field relevant to the position required
Advanced degree or professional certification or prior industry experience required
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
If required, obtain and maintain CFP or CFA designation
Additional product licenses may be 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 organisational skills and ability to prioritise
Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
Exceptional writing, interpersonal and client service 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
Market Business Service Officer and/or Business Service Officer
What to Expect from Morgan Stanley We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, 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).
Seniority Level Director
Employment Type Full‑time
Job Function Finance
Industries Financial Services, Investment Management, and Capital Markets
#J-18808-Ljbffr