Morgan Stanley · 19 hours ago
Private Wealth Management Director of Business Strategy
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$50K/yr - $115K/yr
10+ years expMorgan Stanley is a leading global financial services firm, and they are seeking a Director of Business Strategy to enhance and maintain relationships with clients while supporting Financial Advisors and Private Wealth Advisors. This role involves developing and executing business strategies, optimizing practice efficiencies, and providing exceptional client service.
Asset ManagementFinanceFinancial ServicesLending
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
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
Benefits
Comprehensive employee benefits and perks in the industry
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Wei Christianson
Co-CEO Asia Pacific
Recent News
2026-01-09
Benzinga.com
2026-01-09
Company data provided by crunchbase