Business Development Manager – Wealth Management
Morgan Stanley, a global financial services firm, is hiring a Business Development Manager (BDM) to support the Wealth Management Field and Client Business Development Group.
Key Responsibilities
Working knowledge of the Firm’s entire suite of products and tools
Accurately and effectively position each major product capability against suitable client needs, and refer Financial Advisor inquiries to the right internal partners when necessary
Demonstrate in‑depth knowledge of platforms and tools that support key National initiatives and specific Regional priorities
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 the proper training and knowledge of both existing and new tools and resources
Deliver initiatives to Branch/Complex offices and Financial Advisors using a variety of methods
Roll out key initiatives desk‑to‑desk
Conduct deep‑dive book reviews and segmentation analyses
Execute tactical campaigns
Procure and facilitate outside resources
Knowledge and Skills Required
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 establish alignment among stakeholders
Strong and creative problem‑solving skills
Confident, flexible, and resilient team player
Adaptable communication style to build relationships at all levels
Ability to autonomously develop, deliver, and execute strategic plans
Compensation
Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. Base pay if hired will be determined individually and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, other short‑ and long‑term incentive packages, and other Morgan Stanley‑sponsored benefit programs.
Equal Employment Opportunity
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). The firm ensures equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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Business Development Manager - Northern States (VT)- VP
6AM City, LLC · Multiple locations ·
- Pay:
- 110.000 - 185.000
- Job type:
- Full Time