Wealth Management Growth Coach

Morgan-Stanley; Dallas (TX); On-site; USD 115,000 - 190,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Job summary

Morgan Stanley in Dallas is seeking a Business Development Manager for Wealth Management to drive revenue and asset growth in regional markets. You will act as a trusted consultant to Financial Advisors, align firm solutions with client needs, and lead the rollout of strategic initiatives.

The role requires 5+ years in Wealth Management, active Series 7 and 66, and excellent communication. You will coach Advisors, deliver training and practice management guidance, and collaborate with product

Qualifications

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

Responsibilities

• 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.
• Delivers coaching, training, and practice management guidance to Financial Advisors.

Skills

Wealth Management Experience

Client Relationship Building

Strategic Planning

Coaching & Training

Communication Skills

Education

Bachelor's Degree

Job description

Morgan Stanley in Dallas is seeking a Business Development Manager for Wealth Management to drive revenue and asset growth in regional markets. You will act as a trusted consultant to Financial Advisors, align firm solutions with client needs, and lead the rollout of strategic initiatives.

The role requires 5+ years in Wealth Management, active Series 7 and 66, and excellent communication. You will coach Advisors, deliver training and practice management guidance, and collaborate with product