Wealth Growth & Advisor Development Lead

711 MS Smith Barney, LLC; Town/Village of Harrison (NY); On-site; USD 115,000 - 190,000; Full time

Job summary

Morgan Stanley is a leading global financial services firm offering investment banking, securities, investment management and wealth management services. This role sits in the Wealth Management Field and Client Business Development Group, driving asset growth and providing strategic coaching to Financial Advisors across markets.

The role emphasizes delivering training, developing business plans, and coordinating with internal partners to execute national and regional initiatives while

Qualifications

• Minimum 5 years of wealth management experience or equivalent product/management role.
• Bachelor’s Degree required.
• Active Series 7 and 66 (or 63/65) within 120 days of hire.
• Strong oral and written communication.
• Ability to align and coordinate among different stakeholders.

Responsibilities

• Develop knowledge of the Firm’s product suite and position capabilities to clients.
• Position major product capabilities against client needs and route inquiries to internal partners as needed.
• Support knowledge of platforms/tools for national initiatives and regional priorities.
• Develop strategic and tactical business plans to drive asset growth.
• Coach Financial Advisors to grow practices through training, education, and one‑on‑one conversations.
• Coordinate with Product Partners to ensure training and resources for Financial Advisors.
• Lead desk‑to‑desk rollout of initiatives and conduct deep-dive book reviews and segmentation.

Skills

Wealth Management

Communication Skills

Interpersonal Skills

Problem Solving

Team Player

Strategic Planning

Autonomy

Adaptability

Presentation Skills

Education

Bachelor’s Degree

Job description

Morgan Stanley is a leading global financial services firm offering investment banking, securities, investment management and wealth management services. This role sits in the Wealth Management Field and Client Business Development Group, driving asset growth and providing strategic coaching to Financial Advisors across markets.

The role emphasizes delivering training, developing business plans, and coordinating with internal partners to execute national and regional initiatives while