Elite Wealth Management Group Lead
Listed on 2026-10-12
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Finance & Banking
Wealth Management -
Management
Wealth Management
Morgan Stanley seeks a Group Director to provide senior service leadership to Financial Advisors and Private Wealth Advisors, shaping the client service model and day-to-day operations. You will lead development and management of all elements of the team’s client service framework and oversee staff performance to deliver an exceptional client experience.
The role requires 10+ years in a related field, advanced degrees or certifications, and active securities licenses (Series 7/66 or 63/65).
We invite applications for the Elite Wealth Management Group Lead position located in Newport Beach, CA, United States.
Are you ready to take on the Elite Wealth Management Group Lead role at 711 MS Smith Barney, LLC?
We would love to welcome a new Elite Wealth Management Group Lead to our team in Newport Beach, CA, United States.
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