Service Manager
Schneider Packaging Equipment, A Pacteon Company
Business Development Manager
Morgan Stanley
full-time
Posted on:
Location Type: Office
Location: Colchester, Vermont • New York, Vermont • 🇺🇸 United States
Visit company websiteSalary
💰 $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
ATS 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
