Wealth Growth & Development Lead

711 MS Smith Barney, LLC; New York (NY); On-site; USD 115,000 - 190,000; Full time

Job summary

Morgan Stanley seeks a Wealth Management Business Development Manager to grow assets and lead strategic initiatives within the Regional Sales Team. You will coordinate with Financial Advisors and product partners to implement programs and training.

Ideal candidates have 5+ years in Wealth Management, relevant licenses, and strong communication. This role offers a base salary in the mid-to-high six figures with opportunities across national initiatives.

Qualifications

• Minimum 5 years of experience in Wealth Management or related field.
• Bachelor’s Degree required.
• Active Series 7 and 66 required within 120 days of hire.

Responsibilities

• Develop strategic and tactical business plans to drive asset growth.
• Coach Financial Advisors through training and one-on-one sessions.
• Coordinate local, regional, and national initiatives with product partners.
• Deliver initiatives to branches and complex offices and roll out campaigns.

Skills

Wealth Management

Communication skills

Strategic planning

Client relationship management

Team collaboration

Education

Bachelor’s Degree

Tools

Series 7

Series 66

Job description

Morgan Stanley seeks a Wealth Management Business Development Manager to grow assets and lead strategic initiatives within the Regional Sales Team. You will coordinate with Financial Advisors and product partners to implement programs and training.

Ideal candidates have 5+ years in Wealth Management, relevant licenses, and strong communication. This role offers a base salary in the mid-to-high six figures with opportunities across national initiatives.