Strategic Wealth Relationship Director
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-16
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-07-16
Job specializations:
-
Business
Corporate Strategy, Client Relationship Manager, Business Analyst
Job Description & How to Apply Below
Morgan Stanley is seeking a Team Director of Business Strategy/Relationship Manager in Boston to drive client strategy and deepen relationships with FAs/PWAs and teams. This senior role blends leadership with strategic advisory, facilitating financial planning and investment consulting for clients.
You will support the FA/PWA/team, develop business plans, and deliver client-focused reports and meetings to optimize practice efficiency and outcomes.
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