Business Development Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis, building trusted relationships with a client-first mindset
Job Summary
Business Development Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis, building trusted relationships with a client-first mindset.
This role focuses on assisting in all areas of service level business development, including digital marketing, portfolio holdings, proposal tools, and financial planning.
Morgan Stanley offers an opportunity to work alongside the best and brightest in an environment where employees are supported and empowered, with attractive and comprehensive employee benefits and perks.
Matching Summary
Business Development Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis, building trusted relationships with a client-first mindset.
Skills & Requirements
Must-have
Client relationship management
Digital marketing execution
Financial planning support
Portfolio holdings review
Client service model execution
Nice-to-have
Client first mindset
Exceptional client experience
Team player
Adaptable and multi-tasking
Goal oriented and self-motivated
Key Requirements
5+ years of relevant work experience
Active Series 7 (GS) license
Active Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) licenses
Four-year college degree or professional certification preferred