Business Development Manager

Morgan Stanley; Seattle (WA); Presencial; USD 90.000 - 140.000; Jornada completa

Descripción de la vacante

Morgan Stanley's Wealth Management division seeks a Business Development Manager to drive revenue and asset growth in the Seattle market. You will advise Financial Advisors, align firm solutions with client needs, and execute regional initiatives while coaching teams to improve practice management and knowledge adoption.

The role requires a minimum of 5 years in Wealth Management, a valid Series 7/66, and proven ability to develop strategic plans and build cross-level relationships.

Formación

• Minimum 5 years of Wealth Management experience or equivalent background.
• Bachelor’s Degree required.
• Active Series 7 and 66 (or 63/65) within 120 days of joining.
• Strong oral and written communication skills.
• Outstanding interpersonal skills and ability to align stakeholder expectations.
• Strong problem-solving and adaptable mindset.
• Ability to autonomously develop and execute strategic plans.
• Able to build relationships across all levels.

Responsabilidades

• Serves as a trusted consultant to Financial Advisors, aligning firm solutions with client needs.
• Maintains knowledge of the Firm’s full product suite and positions capabilities.
• Drives adoption of national initiatives and regional priorities through execution and engagement.
• Develops and implements targeted business plans to support advisor growth and engagement.
• Conducts book reviews and segmentation analyses to identify growth opportunities.
• Delivers coaching, training, and practice management guidance to Financial Advisors.
• Partners with product specialists and market management to enhance advisor knowledge.
• Leads rollout of firm initiatives through presentations, workshops, and coaching.
• Serves as a subject matter expert on key platforms and initiatives.
• Facilitates training events and educational programs that support growth.
• Coordinates external resources and industry partners to deliver value-added advisor support.
• Collaborates across units to execute strategic priorities and drive outcomes.

Educación

Bachelor's Degree

Series 7/66

Descripción del empleo

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 and asset 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.

Key Responsibilities

• Serves as a trusted consultant to Financial Advisors, aligning firm solutions with client and business needs.
• Maintains deep knowledge of the Firm’s full suite of products and tools and clearly positions their capabilities.
• Drives adoption of national initiatives and regional priorities through strategic execution and advisor engagement.
• Develops and implements targeted business plans that support advisor growth, engagement, and drive business results.
• Conducts book reviews and segmentation analyses to identify growth opportunities.
• Delivers coaching, training, and practice management guidance to Financial Advisors.
• Partners with product specialists, market management, and business leaders to enhance advisor knowledge and solution adoption.
• Leads rollout of firm initiatives through presentations, workshops, and one-on-one coaching.
• Serves as a subject matter expert on key platforms, tools, and strategic initiatives.
• Facilitates training events and educational programs that support practice growth.
• Coordinates external resources and industry partners to deliver value-added advisor support.
• Collaborates across business units to execute strategic priorities and drive measurable outcomes.

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 plans