Client-Centric Business Development Associate

Morgan Stanley; Deerfield (IL); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental and Vision plans

401(k) retirement plan

Paid Time Off

Job summary

Morgan Stanley seeks a Business Development Associate to support Financial Advisors and Wealth teams, delivering exceptional client experiences through service and partnerships. The role emphasizes digital marketing, portfolio tools, and financial planning support across client interactions and meetings.

The ideal candidate will have a 4-year degree and relevant licenses or certifications, with a strong emphasis on interpersonal skills, organization, and team collaboration to drive business

Qualifications

• 5+ years of work experience in a field relevant to the position required.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Additional product licenses may be required.

Responsibilities

• Cultivating relationships with business partners and colleagues internally and externally.
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience.
• Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups.
• Assisting the FA/PWA/team in organizing around and executing against their business plan and strategies to support it, partnering closely with other market stakeholders.
• Executes against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity.

Skills

Interpersonal skills

Client service

MS Excel

Financial products knowledge

Communication

Team player

Adaptability

High organization

Education

Bachelor's degree

Financial licenses (e.g., Series 7/66 or 63/65)

Tools

MS Office

Internet applications

Job description

Morgan Stanley seeks a Business Development Associate to support Financial Advisors and Wealth teams, delivering exceptional client experiences through service and partnerships. The role emphasizes digital marketing, portfolio tools, and financial planning support across client interactions and meetings.

The ideal candidate will have a 4-year degree and relevant licenses or certifications, with a strong emphasis on interpersonal skills, organization, and team collaboration to drive business