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Morgan Stanley · 3 months ago

Business Development Manager - Minnesota/Wisconsin

Wayzata, MN

Full-time

Onsite

Mid, Senior Level

$110K/yr - $185K/yr

5+ years exp

Morgan Stanley is a leading global financial services firm that provides a wide range of investment banking, securities, investment management, and wealth management services. They are seeking a Business Development Manager to drive asset growth, execute strategic initiatives, and provide coaching to Financial Advisors within their respective markets.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Working knowledge of the Firm’s entire suite of products and tools

Ability to accurately and effectively position each of the major product capabilities against suitable client need and, where necessary, refer Financial Advisor inquiry to the right internal partner

Deeper specific knowledge of platforms / tools supporting the key National initiatives and the specific Regional priorities

Ability to develop strategic and tactical business plans to drive positive results

Ability to continuously grow and develop Financial Advisors practices through training, education, and one on one conversation

Effectively engage with Product Partners across the Firm to ensure your Financial Advisors have the proper training and knowledge of both existing and new tools and resources

Delivery of initiatives to the Branch / Complex office and Financial Advisor in a variety of methods

Desk-to-desk rollout of key initiatives

Deep dive book reviews and segmentation

Tactical campaigns

Procurement and facilitation of outside resources

Qualification

Wealth Management experienceActive Series 7Strategic business planningProduct knowledgeCommunication skillsInterpersonal skillsProblem-solving skillsTeam playerRelationship building

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 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