Senior Wealth Management Growth & Client Experience Lead

Morgan Stanley

Miami (FL)

On-site

USD 120,000 - 180,000

Full time

2 hours ago

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Job summary

Morgan Stanley is seeking a seasoned Business Development Director to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. The role focuses on client experience, relationship management, and execution of marketing strategies through firm-approved systems.

Strong leadership and industry certifications are essential for success. The position reports to Market Business Service Officers and involves collaboration with internal partners to optimize business

Qualifications

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

Responsibilities

Cultivating relationships with business partners and colleagues internally and externally.
Supporting FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience.
Assisting the FA/PWA/team in developing and delivering against their client service model and business plan.
Executing against marketing strategies and client reports using firm-approved systems.
Participating in firm initiatives and other duties directed by local management.
Staying current on policies, procedures and new platforms.