Regional Wealth Growth Manager

711 MS Smith Barney, LLC; United States; On-site; USD 90,000 - 150,000; Full time

Job summary

Morgan Stanley is seeking a Business Development Manager for Wealth Management, based in Charlotte, NC or Raleigh, NC. You will drive revenue growth, coach Financial Advisors, and coordinate local initiatives with product partners to expand practices and awareness of the firm’s tools and resources.

The role requires 5+ years in Wealth Management or related field, a Bachelor’s Degree, and active Series 7 and 66 (or 63/65) upon hire.

Qualifications

• Minimum 5 years in Wealth Management or a comparable product area.
• Bachelor’s Degree required; Active Series 7 and 66 (or 63/65) required by hire.
• Strong oral and written communication; outstanding interpersonal skills.
• Able to develop, deliver and execute strategic plans.

Responsibilities

• Position major product capabilities to client need and refer inquiries to internal partners.
• Develop strategic and tactical business plans to drive results.
• Grow Financial Advisor practices through training, education and one-on-one coaching.
• Engage with Product Partners to ensure training on tools and resources.
• Deliver initiatives to Branch/Complex offices and Financial Advisors.
• Desk-to-desk rollout of key initiatives.
• Deep dive book reviews and segmentation.
• Coordinate tactical campaigns and procurement of outside resources.

Skills

Communication

Stakeholder alignment

Problem solving

Team player

Strategic planning

Product knowledge

Education

Bachelor's Degree

Job description

Morgan Stanley is seeking a Business Development Manager for Wealth Management, based in Charlotte, NC or Raleigh, NC. You will drive revenue growth, coach Financial Advisors, and coordinate local initiatives with product partners to expand practices and awareness of the firm’s tools and resources.

The role requires 5+ years in Wealth Management or related field, a Bachelor’s Degree, and active Series 7 and 66 (or 63/65) upon hire.