Private Wealth Growth Director

Morgan-Stanley; Torch of Friendship (FL); On-site; USD 120,000 - 160,000; Full time

Job summary

Morgan Stanley in Florida is seeking a seasoned Business Development Director to support Financial Advisors and Private Wealth Advisors. You will lead service-related business development, digital marketing, portfolio tools, and financial planning, while building trusted client relationships and ensuring an exceptional client experience.

In this role you will collaborate with Practice Strategy Consultants, Branch Management, and cross‑functional partners to optimize client service models,

Qualifications

• 10+ years of work experience in a field relevant to the position.
• Advanced degree or professional certification preferred.
• Active securities licenses required (Series 7/66 or 63/65).
• Strong leadership and client service capabilities.

Responsibilities

• Lead service‑level business development including digital marketing and client reports.
• Support Financial Advisors and Private Wealth Advisors in client relationships.
• Develop and execute business plans, meetings, and follow‑ups with stakeholders.
• Identify opportunities using firm systems and support marketing strategies.
• Collaborate with Practice Strategy Consultants and Branch Management on initiatives.
• Prepare client reports and financial planning materials as needed.

Skills

Leadership

Client service

Interpersonal communication

Time management

Multitasking

Adaptability

Spanish language

Education

Bachelor's degree or higher

Series 7 and Series 66 licenses

Series 63 and Series 65 licenses

Tools

MS Excel

MS Office

Job description

Morgan Stanley in Florida is seeking a seasoned Business Development Director to support Financial Advisors and Private Wealth Advisors. You will lead service-related business development, digital marketing, portfolio tools, and financial planning, while building trusted client relationships and ensuring an exceptional client experience.

In this role you will collaborate with Practice Strategy Consultants, Branch Management, and cross‑functional partners to optimize client service models,