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About the Role
Business Development Directors provide exceptional service to clients and support Financial Advisors (FAs)/Private Wealth Advisors (PWAs)/teams daily. As senior service team members, they build trusted relationships through client interactions. A successful candidate will have strong interpersonal skills and focus on delivering an exceptional client experience, leading all areas of service-level business development including digital marketing, portfolio holdings, proposal tools, and financial planning.
Responsibilities
- Cultivate relationships with internal and external business partners and colleagues.
- Support FAs/PWAs/teams in enhancing new and existing client relationships through exceptional client experience.
- Assist FAs/PWAs/teams in developing and delivering their client service model, including meeting preparation and follow-up tracking.
- Aid FAs/PWAs/teams in developing and executing business plans and strategies, partnering with Practice Strategy Consultants, Business Development Managers, and Branch Management.
- Proactively identify business development and client segmentation opportunities using firm-approved systems and share with FA/PWA teams.
- Execute clerical elements of digital and in-person marketing strategies, including conferences, webinars, websites, social media, and email communications, as directed.
- Prepare and review client reports or financial plans from firm-approved systems for existing or prospective clients, as directed.
- Assist with research using firm-approved systems, as directed.
- Participate in client and prospective client meetings, representing the service lens, as requested.
- Collaborate with FAs/PWAs/teams and business partners to optimize business practice efficiencies.
- Support clerical activities for corporate relationships, including disseminating trading window information, assisting with ESPP allocations, preparing disqualifying disposition reporting, and performing reconciliation and reporting functions, as requested.
- Participate in firm initiatives, special projects, and other duties directed by local management.
- Remain current on all policies, procedures, and new platforms.
Requirements
- 10+ years of work experience in a relevant field.
- Advanced degree or professional certification or prior industry experience.
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
- Additional product licenses may be required.
Skills
- Strong leadership skills
- Knowledge of financial services products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts)
- Technically proficient and quick learner of new platforms
- Detail-oriented with superior organizational skills and ability to prioritize
- Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Team player with the ability to collaborate
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multi-task
- Goal-oriented, self-motivated, and results-driven
Location
- Global
Work Type
- Full-time
Experience Level
- 10+ years
Education Level
- Advanced degree or professional certification
Salary/Compensations
- $111,300.00 - $125,900.00 per year
Benefits
- Commission earnings
- Incentive compensation
- Discretionary bonuses
- Other short and long-term incentive packages
- Morgan Stanley sponsored benefit programs
About the Company
- At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals.
- We have been in business for 90 years.
- Our values include putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
- We have over 80,000 employees in 1,200 offices across 42 countries.
- We offer an environment where employees are supported and empowered.
- Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.
- We support employees and their families with attractive and comprehensive employee benefits and perks.
- There is ample opportunity to move about the business for those who show passion and grit.
Equal Opportunity
- 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.