This Job Vacancy has Expired!

Director of Business Strategy

Posted on Jan 15, 2019 by Morgan Stanley

Twinsburg, OH 44087
Consultancy
Immediate Start
Annual Salary
Full-Time

This group is a leading global financial services firm.

  • 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

  •  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 Series 7 and 66
  • If required, obtain and maintain CFP or CFA designation
  • 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 

Reference: 614624319

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