Group Director
 San Francisco, CA


The Group Director is a senior level position that serves as lead administrator with a focus on administrative functions of the team including client service, managing staff, overseeing team coordination, marketing, etc. The Group Director will also coordinate and assign work to the support staff functions of the group.


  • Engages in team oversight responsibilities such as interviewing candidates for hire, training team members, regulating group workflow and workload and offering input on staff performance
  • Allocates work among a team of three or more full-time employees
  • Oversees the development and implementation of strategies to execute the business plan to achieve desired results, which may include performance tracking and managing the support staff’s monthly compensation
  • Leads team to establishand cultivate relationships with new and existing clients and proactively helps to resolve issues and concerns
  • Focuses strategically on client business development
  • Independently develops procedures for solving client concerns (logistical, administrative, etc.) and follows through on resolution of client service projects and operational issues
  • Serves as client contact for administrative problem resolution and fielding general client questions on a spectrum of topics
  • Reviews all outgoing correspondence and reports for accuracy
  • Serves as the escalation point for all team related matters


Education and/or Experience

  • Minimum of 10 years of post-high school education and/or work experience in a field relevant to the position required
  • Advanced degree or professional certification preferred (e.g. former attorney, CPA, extensive background in financial services)
  • Active Series 7, 63 and 65 or 66 (as required by individual states)
  • Additional product licenses may be required


  • Financial industry and product knowledge
  • Knowledge of applicable compliance rules and regulations
  • Proficient in applicable software applications
  • Ability to interact andcommunicate effectively with colleagues and clients
  • Excellent written and verbal communication skills
  • Evidence of strong leadership skills or previous supervisory experience


  • Complex Business Service Officer and a dotted line to the Business Service Manager

Morgan Stanley

EOE committed to diversifying its workforce.