Morgan Stanley
Group Director
$75K–$125K
Morristown, New Jersey · On-site · Director · Full-time · Posted Sep 2, 2026
- Experience
- 10+ years of work experience in a field relevant to the position required.
- Education
- Advanced degree or professional certification or industry experience required.
About the job
Leads a financial advisory team’s client service model and daily business operations, supporting client relationships, team priorities, and business plans.
What you'll do
- Develop, implement, and manage the team’s client service model, including meeting preparation, follow-ups, and client communications.
- Oversee daily operations and support professionals, coordinating business matters and helping optimize efficiency.
- Support client relationships by preparing reports or financial plans and participating in client and prospective-client meetings.
What they ask for
- Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- Advanced degree or professional certification or industry experience.
- Strong leadership, organizational, client service, and communication skills.
- Knowledge of financial services products and proficiency with MS Office, particularly MS Excel.
Pay
$75,000 and $125,000 per year (base salary)
Tools
MS Office, MS Excel
Model-written summary · the original posting is authoritative