Morgan Stanley
Group Director
$75K–$125K
Oak Brook, Illinois · On-site · Director · Full-time · Posted Oct 1, 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.
- 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 wealth-management team’s client service model and daily business operations, supporting Financial Advisors and Private Wealth Advisors in delivering exceptional client service.
What you'll do
- Develop and manage the team’s client service model, including meeting preparation, follow-ups, and client communications.
- Oversee support staff, team priorities, business processes, and execution of advisor business plans.
- Prepare or review client reports and financial plans, and participate in client or prospective-client meetings as requested.
What they ask for
- Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- Advanced degree, professional certification, or industry experience.
- Strong leadership, client service, organizational, and communication skills.
- Knowledge of financial services products and proficiency with MS Office, particularly MS Excel.
Pay
$75,000 – $125,000 / Yr. (USD, base salary)
Tools
MS Office, MS Excel
Model-written summary · the original posting is authoritative