Dir, Team Specialist, P3, Client Services & Relationship Mgmt WM : Job Level - Director jobs in United States
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Morgan Stanley · 1 day ago

Dir, Team Specialist, P3, Client Services & Relationship Mgmt WM : Job Level - Director

Morgan Stanley is a global leader in financial services, and they are seeking a Director for their Client Services & Relationship Management team. The role involves overseeing a team of Service Professionals, managing client relationships, and ensuring high-quality service delivery.

Asset ManagementFinanceFinancial ServicesLending
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H1B Sponsor Likelynote

Responsibilities

Serve as the primary supervisor within specific line or project area with accountability to associated risks
Manage direct reports, leading 1:1s and career development, attracting and retaining high quality talent in line with our leadership commitments
Review resources to ensure adequate coverage to deliver BAU commitments, highlighting current and future needs to manager
Share expert knowledge across the team, contributing to team output and development, building relationships across the Firm

Qualification

Client Relationship ManagementSIE/Series 99 LicenseLeadershipTeam DevelopmentCommunication SkillsCulture CarrierAdaptabilityActive Listening

Required

Ability to lead by example, work with drive and determination, adapt management style to suit individuals and ensure team is well supported with a sense of purpose
Prepared to challenge the status quo, raise concerns and/or needs of their team members
Ability to pitch communication appropriately according to the audience and demonstrate active listening skills
Culture carrier across Operations, embracing the Firm's core values and acting as a role model
Must obtain SIE/ Series 99 license if supervising a covered function
At least 4 years' relevant experience would generally be expected to find the skills required for this role

Benefits

Some of the most attractive and comprehensive employee benefits and perks in the industry

Company

Morgan Stanley

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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.

H1B Sponsorship

Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)

Funding

Current Stage
Public Company
Total Funding
unknown
1997-02-05IPO

Leadership Team

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James Gorman
Chairman and CEO
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Ted Pick
Chief Executive Officer (CEO)
Company data provided by crunchbase