Wealth Management Growth & Advisor Enablement Lead

Morgan Stanley; Lake Oswego (OR); On-site; USD 115,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking a Business Development Manager within the Wealth Management National Sales organization to drive revenue and asset growth in assigned markets.

You will provide ongoing practice management coaching to Financial Advisors, develop targeted business plans, and lead the rollout of firm initiatives across local, regional, and national teams while collaborating with product, market management, and leadership.

Qualifications

• Minimum 5 years of Wealth Management experience or equivalent.
• Bachelor's Degree required.
• Active Series 7 and 66 (or 63 and 65) required within 120 days of hire.
• Strong oral and written communication skills.
• Outstanding interpersonal skills and ability to align stakeholders.
• Autonomous ability to develop, deliver, and execute strategic plans.

Responsibilities

• Serve as 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.

Skills

Wealth management experience

Communication skills

Problem solving

Stakeholder alignment

Strategic planning

Education

Bachelor's degree

Job description

Morgan Stanley is seeking a Business Development Manager within the Wealth Management National Sales organization to drive revenue and asset growth in assigned markets.

You will provide ongoing practice management coaching to Financial Advisors, develop targeted business plans, and lead the rollout of firm initiatives across local, regional, and national teams while collaborating with product, market management, and leadership.