E*TRADE from Morgan Stanley · 1 week ago
Business Development Director
New York, New York, United States of America
Full-time
Onsite
Senior Level, Lead/Staff
$50K/yr - $120K/yr
10+ years expE*TRADE from Morgan Stanley is seeking a Business Development Director to provide exceptional service to clients and support Financial Advisors. The role focuses on building trusted client relationships and enhancing the client experience through effective business development strategies.
BankingFinanceFinancial Services
Responsibilities
Cultivating relationships with business partners and colleagues internally and externally
Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience
Assisting the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
Assisting the FA/PWA/team in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Branch Management
Proactively identifying business development and client segmentation opportunities using firm approved systems (e.g., leveraging internal tools like Next Best Action and Analytics Hub) and share with FA/PWA team to gather feedback and take direction on any next steps
At the direction of FA/PWA/team, executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
At the direction of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
At the direction of the client and/or FA/PWA/team, assisting with research using firm-approved systems
At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies
If the FA/PWA/team are engaged with corporate relationships, may be supporting clerical activities such as disseminating trading window information, assisting with employee stock purchase plan (ESPP) allocations, preparing disqualifying disposition reporting and performing various reconciliation and/or reporting functions as examples using firm-approved systems at the request of the FA/PWA/team
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
Remaining current on all policies, procedures and new platforms
Qualification
Required
10+ years of work experience in a field relevant to the position required
Advanced degree or professional certification or prior industry experience required
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Strong leadership skills
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Technically proficient and quick learner of new and updated 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 with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase