Wealth Management Growth Leader

711 MS Smith Barney, LLC; United States; On-site; USD 90,000 - 150,000; Full time

Job summary

Morgan Stanley’s Wealth Management National Sales team seeks a Business Development Manager to drive revenue and coordinate strategic initiatives across local markets. Based in Charlotte or Raleigh, you will coach Financial Advisors, develop business plans, and partner with product teams to deliver training and resources that support advisor growth.

The role requires deep wealth management experience, strong communication, and the ability to manage multiple initiatives with cross‑functional

Qualifications

• Bachelor’s degree required.
• Minimum 5 years in Wealth Management or related field.
• Active Series 7 and 66 required on hire or within 120 days.
• Strong oral and written communication skills.
• Demonstrated interpersonal abilities and stakeholder alignment.

Responsibilities

• Drive revenue growth in assigned markets.
• Develop strategic and tactical business plans.
• Coach Financial Advisors and drive practice development.
• Coordinate initiatives with product partners and complex offices.
• Deliver branch and advisor training on tools and resources.
• Execute campaigns and manage outside resources.

Skills

Wealth Management

Communication skills

Interpersonal skills

Strategic planning

Education

Bachelor’s Degree

Licenses: Series 7 & 66

Tools

Series 7

Series 66

Job description

Morgan Stanley’s Wealth Management National Sales team seeks a Business Development Manager to drive revenue and coordinate strategic initiatives across local markets. Based in Charlotte or Raleigh, you will coach Financial Advisors, develop business plans, and partner with product teams to deliver training and resources that support advisor growth.

The role requires deep wealth management experience, strong communication, and the ability to manage multiple initiatives with cross‑functional