Morgan Stanley
Group Director
$75K–$125K
San Francisco, California · On-site · Director · Full-time · Posted Sep 25, 2026
- Experience
- 10+ years of relevant work experience required.
- Education
- Advanced degree or professional certification or industry experience required.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
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 and manage the team’s client service model, including client communications, meeting preparation, reports, and follow-ups.
- Oversee support professionals and coordinate team business matters, training, hiring input, and performance-related activities.
- Help execute business plans and improve operational efficiency in coordination with Financial Advisors, Private Wealth Advisors, and business partners.
What they ask for
- 10+ years of work experience in a field relevant to the position.
- Advanced degree or professional certification or industry experience.
- Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.
Pay
$75,000 and $125,000 per year (base salary)
Tools
MS Office, MS Excel
Model-written summary · the original posting is authoritative