Business Development Manager

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic.

Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

The Wealth Management National Sales organization supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network.

As part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving revenue growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. This role will be based in either our Charlotte, NC or Raleigh, NC branch locations.

Key Responsibilities:

Working knowledge of the Firm’s entire suite of products and tools

Ability to accurately and effectively position each of the major product capabilities against suitable client need and, where necessary, refer Financial Advisor inquiry to the right internal partner

Deeper specific knowledge of platforms / tools supporting the key National initiatives and the specific Regional priorities

Ability to develop strategic and tactical business plans to drive positive results

Ability to continuously grow and develop Financial Advisors practices through training, education, and one on one conversation

Effectively engage with Product Partners across the Firm to ensure your Financial Advisors have the proper training and knowledge of both existing and new tools and resources

Delivery of initiatives to the Branch / Complex office and Financial Advisor in a variety of methods

Desk-to-desk rollout of key initiatives

Deep dive book reviews and segmentation

Tactical campaigns

Procurement and facilitation of outside resources

Knowledge and

Skills Required:

A minimum of 5 years of experience in Wealth Management, as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience.

Bachelor’s Degree required

Active Series 7, and 66 (or 63 and 65) required upon hire or within 120 days of hire date Strong oral and written communication skills

Outstanding interpersonal skills and demonstratable ability to establish alignment between the expectations and strategies of different stakeholders

Strong and creative problem-solving skills

Confident, flexible, and resilient team player

Adapts style to build relationships across all levels

Ability to autonomously develop, deliver, and execute on strategic plansWHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find an…