$68,000 - $120,000 py; potential for annual discre...
Client-first mindset
Digital marketing execution
Portfolio holdings analysis
Business Development Directors provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis
Job Summary
Business Development Directors provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
This role will lead all areas of service level business development including digital marketing, portfolio holdings and/or proposal tools and financial planning.
Morgan Stanley offers a full spectrum of benefits, including Medical, Dental, Vision, Paid Time Off, and a 401(k).
Matching Summary
Business Development Directors provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
Salary
$68,000 - $120,000 per year; Potential for annual discretionary incentive compensation award; Full spectrum of benefits offered
Skills & Requirements
Must-have
Client-first mindset
Digital marketing execution
Portfolio holdings analysis
Financial planning support
Business plan strategy execution
Internal and external partner cultivation
Nice-to-have
Exceptional client experience delivery
Proactive opportunity identification
Team collaboration and support
Adaptable to fast-paced environments
Key Requirements
10+ years of relevant work experience
Advanced degree or professional certification or prior industry experience
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required