Private Wealth Growth Director

Morgan Stanley; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Employee benefits

Job summary

Morgan Stanley is seeking a seasoned Business Development Director to support Financial Advisor teams in delivering exceptional client experiences in a fast-paced environment.

The role emphasizes leading service-driven business development across marketing, portfolio tools, and financial planning, with emphasis on client-focused strategies and collaboration with internal stakeholders.

Qualifications

• 10+ years of work experience in a field relevant to the position is required.
• Advanced degree or professional certification or prior industry experience is required.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required. Additional licenses may be required.

Responsibilities

• Cultivating relationships with business partners and colleagues internally and externally.
• Supporting the FA/PWA/team in enhancing client relationships through an exceptional client experience.
• Assisting in developing and delivering the client service model and preparing for meetings.

Skills

Client service

Relationship building

Spanish proficiency

Leadership

Financial products knowledge

MS Excel

MS Office

Time management

Education

10+ years relevant experience

Advanced degree or professional certification

Series 7 and Series 66 or Series 63 and Series 65

Tools

MS Excel

MS Office

Internet applications

Job description

Morgan Stanley is seeking a seasoned Business Development Director to support Financial Advisor teams in delivering exceptional client experiences in a fast-paced environment.

The role emphasizes leading service-driven business development across marketing, portfolio tools, and financial planning, with emphasis on client-focused strategies and collaboration with internal stakeholders.