Assists Financial Advisor(s) / team in delivering against their business plan and client service ... directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making ...
Assists Financial Advisor(s) / team in delivering against their business plan and client service ... directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making ...
Executive Director
Indianapolis, IN · On-site
$75K - $95K/yr
Ability to competently encourage and inspire direct reports in the delivery of stellar clinical services through professionalism. * Scheduling flexibility REQUIRED to accommodate varied client ...
Quick apply
Executive Director
Indianapolis, IN · On-site
$75K - $95K/yr
Ability to competently encourage and inspire direct reports in the delivery of stellar clinical services through professionalism. * Scheduling flexibility REQUIRED to accommodate varied client ...
Assists Financial Advisor(s) / team in delivering against their business plan and client service ... directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making ...
Assists Financial Advisor(s) / team in delivering against their business plan and client service ... directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making ...
... s) / team in delivering against their business plan and client service model Supporting the ... directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making ...
... s) / team in delivering against their business plan and client service model Supporting the ... directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making ...
This individual plays a critical role in delivering client care, supporting volunteers, and ... The Associate Center Director must demonstrate a strong personal commitment to Life Centers ...
Quick apply
This individual plays a critical role in delivering client care, supporting volunteers, and ... The Associate Center Director must demonstrate a strong personal commitment to Life Centers ...
This individual plays a critical role in delivering client care, supporting volunteers, and ... The Associate Center Director must demonstrate a strong personal commitment to Life Centers ...
Quick apply
This individual plays a critical role in delivering client care, supporting volunteers, and ... The Associate Center Director must demonstrate a strong personal commitment to Life Centers ...
... in delivering against their business plan and client service model Remaining current on all ... directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making ...
... in delivering against their business plan and client service model Remaining current on all ... directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making ...
... delivering against their business plan and client service model • Remaining current on all ... directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making ...
... delivering against their business plan and client service model • Remaining current on all ... directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making ...
... deliver projects on time, within budget, and according to the client's project scope. • Foster a positive collaborative environment between practice areas and offices; promote Shrewsberry culture ...
... deliver projects on time, within budget, and according to the client's project scope. • Foster a positive collaborative environment between practice areas and offices; promote Shrewsberry culture ...
Description Position Summary The Director - Landscape Architecture (LA) leads the team for this ... Consistently deliver projects on time, within budget, and according to the client's project scope.
Description Position Summary The Director - Landscape Architecture (LA) leads the team for this ... Consistently deliver projects on time, within budget, and according to the client's project scope.
... deliver projects on time, within budget, and according to the client's project scope. • Foster a positive collaborative environment between practice areas and offices; promote Shrewsberry culture ...
Quick apply
... deliver projects on time, within budget, and according to the client's project scope. • Foster a positive collaborative environment between practice areas and offices; promote Shrewsberry culture ...
Monthly Client Reviews * Quarterly Business Reviews * Internal Planning and Strategy Sessions ... Act as the primary escalation point with Director & Sr. Director for any challenges in delivery or ...
Monthly Client Reviews * Quarterly Business Reviews * Internal Planning and Strategy Sessions ... Act as the primary escalation point with Director & Sr. Director for any challenges in delivery or ...
Design Director (Indianapolis)
$120K - $180K/yr
The Design Director (Indianapolis) will lead our local transportation design team, manage key ... Ensures project delivery team complies with IEI's QA/QC and/or client mandated QA/QC policies and ...
Design Director (Indianapolis)
$120K - $180K/yr
The Design Director (Indianapolis) will lead our local transportation design team, manage key ... Ensures project delivery team complies with IEI's QA/QC and/or client mandated QA/QC policies and ...
Senior Director Genomics
Indianapolis, IN · On-site
Ensures on time delivery of new test validations to meet client expectations and Labcorp ... Prepares Associate Director to accept duties and act on behalf of Global Department Director during ...
Senior Director Genomics
Indianapolis, IN · On-site
Ensures on time delivery of new test validations to meet client expectations and Labcorp ... Prepares Associate Director to accept duties and act on behalf of Global Department Director during ...
Senior Director Genomics
Indianapolis, IN · On-site
Ensures on time delivery of new test validations to meet client expectations and Labcorp ... Prepares Associate Director to accept duties and act on behalf of Global Department Director during ...
Senior Director Genomics
Indianapolis, IN · On-site
Ensures on time delivery of new test validations to meet client expectations and Labcorp ... Prepares Associate Director to accept duties and act on behalf of Global Department Director during ...
Transportation Design Director (Indiana)
Indianapolis, IN · On-site
$120K - $180K/yr
The Indiana Transportation Design Director will lead our local transportation design team, manage ... Ensures project delivery team complies with IEI's QA/QC and/or client mandated QA/QC policies and ...
Transportation Design Director (Indiana)
Indianapolis, IN · On-site
$120K - $180K/yr
The Indiana Transportation Design Director will lead our local transportation design team, manage ... Ensures project delivery team complies with IEI's QA/QC and/or client mandated QA/QC policies and ...
In collaboration with sales staff, direct onboarding of new clients ensuring client files and ... other - and delivering thoughtful solutions that rise above the expected. Anything But Typical.
In collaboration with sales staff, direct onboarding of new clients ensuring client files and ... other - and delivering thoughtful solutions that rise above the expected. Anything But Typical.
In collaboration with sales staff, direct onboarding of new clients ensuring client files and ... each other -- and delivering thoughtful solutions that rise above the expected. Anything But ...
In collaboration with sales staff, direct onboarding of new clients ensuring client files and ... each other -- and delivering thoughtful solutions that rise above the expected. Anything But ...
In collaboration with sales staff, direct onboarding of new clients ensuring client files and ... other - and delivering thoughtful solutions that rise above the expected. Anything But Typical.
In collaboration with sales staff, direct onboarding of new clients ensuring client files and ... other - and delivering thoughtful solutions that rise above the expected. Anything But Typical.
In collaboration with sales staff, direct onboarding of new clients ensuring client files and ... each other -- and delivering thoughtful solutions that rise above the expected. Anything But ...
Quick apply
In collaboration with sales staff, direct onboarding of new clients ensuring client files and ... each other -- and delivering thoughtful solutions that rise above the expected. Anything But ...
Client Delivery Director information
See Indiana salary details
$22.8K - $36.1K
4% of jobs
$36.1K - $49.4K
0% of jobs
$49.4K - $62.7K
14% of jobs
$66.6K is the 25th percentile. Wages below this are outliers.
$62.7K - $76K
23% of jobs
$76K - $89.2K
9% of jobs
The median wage is $89.8K / yr.
$89.2K - $102.5K
13% of jobs
$102.5K - $115.8K
5% of jobs
$115.8K - $129.1K
0% of jobs
$139K is the 75th percentile. Wages above this are outliers.
$129.1K - $142.3K
10% of jobs
$142.3K - $155.6K
15% of jobs
$155.6K - $168.9K
8% of jobs
$22.8K
$102.6K
$168.9K
How much do client delivery director jobs pay per year?
What does a Client Delivery Director do?
How does a Client Delivery Director typically collaborate with internal teams to ensure project success?
What is the difference between Client Delivery Director vs Project Manager?
| Aspect | Client Delivery Director | Project Manager |
|---|---|---|
| Primary Focus | Oversees client relationships and delivery strategies | Manages specific projects' scope, schedule, and resources |
| Responsibilities | Ensures overall client satisfaction and delivery success | Executes project plans, manages teams, and controls budgets |
| Credentials | Typically requires extensive experience in delivery and client management | Often requires PMP or similar project management certifications |
| Work Environment | Senior leadership, client-facing, strategic | Project teams, operational, tactical |
The main difference is that a Client Delivery Director focuses on strategic client relationships and overall delivery success, while a Project Manager handles the day-to-day management of individual projects. Both roles require strong communication and organizational skills, but the Director operates at a higher, more strategic level.
What are the key skills and qualifications needed to thrive as a Client Delivery Director, and why are they important?

Full-time
Posted 11 days ago
Morgan Stanley rating
8.3
Based on 151 frontline employees who took The Breakroom Quiz
39th of 146 rated financial services
Job description
POSITION SUMMARY
Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA/team
Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
Assists Financial Advisor(s) / team in delivering against their business plan and client service model
Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance)
Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
Remaining current on all policies, procedures and new platforms
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas/PWAs/teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
Knowledge/Skills
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven
Reports to:
Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
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