Morgan Stanley
Business Development Manager - Minnesota/Wisconsin
Morgan Stanley, Wayzata, Minnesota, United States, 55391
Overview
Business Development Manager - Minnesota/Wisconsin
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Morgan Stanley . Role involves driving asset growth in the Minnesota/Wisconsin markets, executing strategic and tactical initiatives, providing ongoing practice management coaching to Financial Advisors, and coordinating efforts around local, regional, and national initiatives within the Wealth Management Field and Client Business Development Group. Key Responsibilities
Working knowledge of the Firm’s entire suite of products and tools Ability to accurately and effectively position major product capabilities against suitable client need and, where necessary, refer Financial Advisor inquiry to the right internal partner Develop strategic and tactical business plans to drive positive results Continuously grow and develop Financial Advisors’ practices through training, education, and one-on-one conversations Engage with Product Partners across the Firm to ensure Financial Advisors have training and knowledge of existing and new tools and resources Deliver initiatives to the Branch / Complex office and Financial Advisor in various formats Desk-to-desk rollout of key initiatives Conduct deep-dive book reviews and segmentation Execute tactical campaigns Procurement and facilitation of outside resources Knowledge And Skills Required
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 ability to align stakeholder expectations and strategies Creative problem-solving skills Confident, flexible, and resilient team player Ability to adapt style to build relationships across all levels Ability to autonomously develop, deliver, and execute on strategic plans What You Can Expect From Morgan Stanley
We are committed to maintaining first-class service and high standards of excellence. Our values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — guide decisions to best serve clients, communities and employees. Morgan Stanley offers opportunities to learn, grow, and collaborate in an inclusive environment with comprehensive benefits. For more, please visit the firm’s global offices page. Salary range for the position: $110,000 - $185,000 per year. Eligibility for discretionary incentive compensation and participation in relevant incentive plans may apply. Morgan Stanley offers a full spectrum of benefits, including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, Paid Time Off, Holidays, 401(k), and other perks. Please visit mybenefits.morganstanley.com to learn more about benefits. Morgan Stanley is an equal opportunity employer. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by law. Seniority level
Mid-Senior level Employment type
Full-time Job function
Business Development and Sales
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Business Development Manager - Minnesota/Wisconsin
at
Morgan Stanley . Role involves driving asset growth in the Minnesota/Wisconsin markets, executing strategic and tactical initiatives, providing ongoing practice management coaching to Financial Advisors, and coordinating efforts around local, regional, and national initiatives within the Wealth Management Field and Client Business Development Group. Key Responsibilities
Working knowledge of the Firm’s entire suite of products and tools Ability to accurately and effectively position major product capabilities against suitable client need and, where necessary, refer Financial Advisor inquiry to the right internal partner Develop strategic and tactical business plans to drive positive results Continuously grow and develop Financial Advisors’ practices through training, education, and one-on-one conversations Engage with Product Partners across the Firm to ensure Financial Advisors have training and knowledge of existing and new tools and resources Deliver initiatives to the Branch / Complex office and Financial Advisor in various formats Desk-to-desk rollout of key initiatives Conduct deep-dive book reviews and segmentation Execute tactical campaigns Procurement and facilitation of outside resources Knowledge And Skills Required
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 ability to align stakeholder expectations and strategies Creative problem-solving skills Confident, flexible, and resilient team player Ability to adapt style to build relationships across all levels Ability to autonomously develop, deliver, and execute on strategic plans What You Can Expect From Morgan Stanley
We are committed to maintaining first-class service and high standards of excellence. Our values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — guide decisions to best serve clients, communities and employees. Morgan Stanley offers opportunities to learn, grow, and collaborate in an inclusive environment with comprehensive benefits. For more, please visit the firm’s global offices page. Salary range for the position: $110,000 - $185,000 per year. Eligibility for discretionary incentive compensation and participation in relevant incentive plans may apply. Morgan Stanley offers a full spectrum of benefits, including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, Paid Time Off, Holidays, 401(k), and other perks. Please visit mybenefits.morganstanley.com to learn more about benefits. Morgan Stanley is an equal opportunity employer. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by law. Seniority level
Mid-Senior level Employment type
Full-time Job function
Business Development and Sales
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