Morgan Stanley

Business Development Manager

Morgan Stanley

full-time

Posted on:

Location Type: Office

Location: Colchester, Vermont • New York, Vermont • 🇺🇸 United States

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Salary

💰 $110,000 - $185,000 per year

Job Level

Lead

About the role

  • Driving asset growth in their respective markets
  • Executing strategic and tactical initiatives
  • Providing ongoing practice management coaching and proactive ideas to Financial Advisors
  • Coordinating efforts around local, regional, and national initiatives
  • Develop strategic and tactical business plans to drive positive results
  • Continuously grow and develop Financial Advisors practices through training, education, and one on one conversation
  • Engage with Product Partners across the Firm to ensure Financial Advisors have proper training and knowledge of tools and resources
  • Delivery of initiatives to the Branch / Complex office and Financial Advisor in a variety of methods (Desk-to-desk rollout, Deep dive book reviews and segmentation, Tactical campaigns)
  • Procurement and facilitation of outside resources

Requirements

  • A minimum of 5 years of experience in Wealth Management, as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience.
  • Bachelor’s Degree required
  • Active Series 7, and 66 (or 63 and 65) required upon hire or within 120 days of hire date
  • Strong oral and written communication skills
  • Outstanding interpersonal skills and demonstratable ability to establish alignment between the expectations and strategies of different stakeholders
  • Strong and creative problem-solving skills
  • Confident, flexible, and resilient team player
  • Adapts style to build relationships across all levels
  • Ability to autonomously develop, deliver, and execute on strategic plans
Benefits
  • some of the most attractive and comprehensive employee benefits and perks in the industry
  • commission earnings
  • incentive compensation
  • discretionary bonuses
  • other short and long-term incentive packages
  • Morgan Stanley sponsored benefit programs

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Wealth ManagementFinancial AdvisoryStrategic PlanningTactical InitiativesPractice ManagementBusiness PlanningTraining and EducationProblem-Solving
Soft skills
Communication SkillsInterpersonal SkillsRelationship BuildingTeam PlayerFlexibilityResilienceAutonomyStakeholder Alignment
Certifications
Bachelor's DegreeSeries 7Series 66Series 63Series 65