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E*TRADE from Morgan Stanley · 1 month ago

Private Wealth Management Director of Business Strategy

New York, New York, United States of America

Full-time

Onsite

Senior Level, Lead/Staff

$50K/yr - $115K/yr

10+ years exp

E*TRADE from Morgan Stanley is seeking a Private Wealth Management Director of Business Strategy to provide exceptional service to clients and support Financial Advisors. The role involves enhancing client relationships, developing business strategies, and leading the team to deliver an exceptional client experience.

BankingFinanceFinancial Services

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 optimize business practice efficiencies

May allocate work among a team of Support Professionals

Qualification

Series 7 certificationSeries 66 certificationFinancial services knowledgeMS Office proficiencyLeadership skillsInterpersonal skillsOrganizational skillsTime managementTeam collaborationAdaptability

Required

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

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