Director of Business Strategy

Morgan Stanley   •  

Dallas, TX

Industry: Finance & Insurance

  •  

11 - 15 years

Posted 33 days ago

POSITIONSUMMARY:

The Director of Business Strategy is a senior level position on a team that is responsible for the proactive cultivation and maintenance of deep client relationships. This senior person develops, implements, and manages various business processes required to achieve the team's overall strategy and may ultimately, upon completion of the training program, become Financial Advisors with a formal split of team revenue.

DUTIES and RESPONSIBILITIES:
  • Actively engages prospects and clients to build relationships, identify needs, and review investment goals
  • Cultivates and develops client relationships
  • Develops investment recommendations with the Financial Advisor and prepares reports and plans that align with client goals
  • Takes accountability for optimizing business practices while adhering to best business ethics and practices
  • Seeks opportunities to grow business by capitalizing on Firm initiatives
  • Focuses on building strong relationships with corporate departments and strategic partners
  • Provides leadership and coordination on strategic business planning and development and implementation of strategies
  • May utilize knowledge, experience, and expertise obtained through the CFP or CFA qualification process, to lead a comprehensive discovery analysis that identifies differentiating information and variables to be used in the financial planning process
  • May allocate work among a team of employees


Qualifications:

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:



Education and/or Experience
  • Minimum of 10 years of post-high school education and/or work experience in a field relevant to the position required
  • Advanced degree or professional certification preferred (e.g. former attorney, CPA, extensive background in financial services)
  • Active Series 7, 63 and 65 or Series 7 and 66
  • If required, obtain and maintain CFP or CFA designation
  • Additional product licenses may be required



Knowledge/Skills
  • Financial industry and product knowledge
  • Evidence of strong leadership skills or previous supervisory experience
  • Effective written and verbal communication skills
  • Knowledge of applicable compliance rules and regulations and firm policies



REPORTSTO:
  • Complex Business Service Officer and a dotted line to the Business Service Manager


Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V