Morgan Stanley is seeking a Business Development Associate to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The ideal candidate will have strong interpersonal skills, a client-first mindset, and relevant financial services experience, including required licenses
Job Summary
Business Development Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through a client-first mindset.
This role involves assisting in all areas of service level business development, including digital marketing, portfolio holdings, proposal tools, and financial planning.
Morgan Stanley offers attractive and comprehensive employee benefits and perks, with opportunities for growth and development in a diverse and inclusive environment.
Matching Summary
Match Score: 85
Morgan Stanley is seeking a Business Development Associate to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The ideal candidate will have strong interpersonal skills, a client-first mindset, and relevant financial services experience, including required licenses.
Skills & Requirements
Must-have
Client relationship management
Digital marketing execution
Financial planning support
Client service model execution
Business practice optimization
Nice-to-have
Client-first mindset
Collaborative team player
Adaptable to change
Goal-oriented and self-motivated
Key Requirements
5+ years of relevant work experience
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Four-year college degree or professional certification preferred