Wealth Management Growth & Advisor Coach

Morgan Stanley; Beverly Hills (CA); Presencial; USD 115.000 - 190.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Paid time off

Parental leave

Disability insurance

Descripción de la vacante

Morgan Stanley is seeking a Business Development Manager in Wealth Management to drive revenue and asset growth by supporting Financial Advisors with strategic initiatives and practice management.

The role requires at least 5 years in Wealth Management, a Bachelor’s degree, and active Series 7 and 66. You’ll coach advisors and coordinate with product specialists to advance firm initiatives and client solutions.

Formación

• Strong oral and written communication skills.
• Outstanding interpersonal skills and ability to align stakeholder expectations.
• Creative problem-solving and strategic thinking.
• Autonomously develop, deliver and execute on strategic plans.

Responsabilidades

• Serves as a trusted consultant to Financial Advisors, aligning firm solutions with client and business needs.
• Maintains deep knowledge of the Firm’s full suite of products and tools and clearly positions their capabilities.
• Drives adoption of national initiatives and regional priorities through strategic execution and advisor engagement.
• Develops and implements targeted business plans that support advisor growth, engagement, and drive business results.
• Conducts book reviews and segmentation analyses to identify growth opportunities.
• Delivers coaching, training, and practice management guidance to Financial Advisors.
• Partners with product specialists, market management, and business leaders to enhance advisor knowledge and solution adoption.
• Leads rollout of firm initiatives through presentations, workshops, and one-on-one coaching.
• Serves as a subject matter expert on key platforms, tools, and strategic initiatives.
• Facilitates training events and educational programs that support practice growth.
• Coordinates external resources and industry partners to deliver value-added advisor support.
• Collaborates across business units to execute strategic priorities and drive measurable outcomes.

Conocimientos

Strong communication

Interpersonal skills

Problem solving

Team player

Adaptable

Strategic planning

Independent execution

Educación

Bachelor's Degree

Descripción del empleo

Morgan Stanley is seeking a Business Development Manager in Wealth Management to drive revenue and asset growth by supporting Financial Advisors with strategic initiatives and practice management.

The role requires at least 5 years in Wealth Management, a Bachelor’s degree, and active Series 7 and 66. You’ll coach advisors and coordinate with product specialists to advance firm initiatives and client solutions.