Private Wealth Management Business Development Associate

Morgan Stanley UK

Wellesley, United States
Base: $50,000 - $115,000; bonus/equity: commission...
Business strategy and development
Client relationship management
Financial product knowledge
The Business Development Associate participates in the team’s overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients

Job Summary

  • The Business Development Associate participates in the team’s overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients.
  • This role may accompany senior team members to meet with clients to evaluate current offerings, develop and implement new services, and strategize to find resolutions.
  • Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years.

Matching Summary

The Business Development Associate participates in the team’s overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients.

Salary

Base: $50,000 - $115,000; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Business strategy and development
  • Client relationship management
  • Financial product knowledge
  • Investment recommendations
  • Compliance and firm policies

Nice-to-have

  • Problem solving
  • Fast-paced environment
  • Digital tools utilization
  • Collaboration with colleagues

Key Requirements

  • 5+ years of relevant work experience
  • Four-year college degree or professional certification preferred
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Additional product licenses may be required

Work Rights

Not specified

Tailored Resume

Cover Letter