Director Of Business Strategy/relationship Manager-svp

Morgan Stanley

Base: $68,000 - $120,000 py; bonus/equity: commiss...
Oversee team support professionals
Develop and execute business strategies
Conduct investment consulting and analysis
The role is responsible for enhancing and maintaining deep relationships with new and existing clients while supporting Financial Advisor teams

Job Summary

  • The role is responsible for enhancing and maintaining deep relationships with new and existing clients while supporting Financial Advisor teams.
  • Candidates must possess advanced knowledge of financial services products including equities, bonds, options, mutual funds, and managed accounts.
  • Morgan Stanley offers a comprehensive benefits package and opportunities for career advancement within a diverse and inclusive global workforce.

Matching Summary

The role is responsible for enhancing and maintaining deep relationships with new and existing clients while supporting Financial Advisor teams.

Salary

Base: $68,000 - $120,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks included

Skills & Requirements

Must-have

  • Oversee team support professionals
  • Develop and execute business strategies
  • Conduct investment consulting and analysis
  • Prepare client financial reports and plans
  • Deliver presentations to prospects and clients

Nice-to-have

  • Exceptional written and verbal communication skills
  • Strong leadership and supervisory experience
  • Ability to work in fast-paced environment
  • Detail oriented with superior organizational skills
  • Collaborative team player mindset

Key Requirements

  • 10+ years of relevant industry experience
  • Active Series 7 and Series 66 (or 63/65) licenses
  • College degree or professional certification (CFA, CFP, MBA)
  • Maintain CFP or CFA designation if required

Work Rights

Not specified

Tailored Resume

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