PWM Director of Business Strategy
Chicago , Illinois
November 23, 2016
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.
 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


EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience
 College degree
 Advanced degree preferred or professional certification required (e.g. former attorney, CPA, extensive background in financial services)
 10 or more years of relevant work experience
 If required, maintain CFP or CFA designation
 Obtain Series 7, 63 and 65 or 66 (as required by individual states)
 Additional product licenses may be required
 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
 Complex Business Service Officer and a dotted line to the Business Service Manager

A little about us:
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services.

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