Wealth Management Growth Partner — Advisor Coaching

Morgan-Stanley; Charlotte (NC); 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 growth in designated markets, coach Financial Advisors, and coordinate initiatives across local and national priorities. The role is based in Charlotte, NC or Raleigh, NC.

You will leverage deep product knowledge and partner resources to advance practice management, training, and client engagement, in support of Morgan Stanley’s goals and client-first culture.

Qualifications

• Minimum of 5 years in Wealth Management or related product area with solid production/compliance history.
• Bachelor’s Degree required.
• Active Series 7 and 66 (or 63/65) required by hire or within 120 days.
• Strong oral and written communication and interpersonal skills.
• Ability to develop and execute strategic plans and train Financial Advisors.

Responsibilities

• Position major product capabilities to client needs and refer inquiries to internal partners when needed.
• Develop strategic and tactical plans to drive revenue growth in the market.
• Coach and train Financial Advisors to grow practices and adopt new tools.
• Collaborate with Product Partners to roll out initiatives to branches and complexes.
• Lead desk-to-desk rollout of key initiatives and conduct deep-dive reviews.

Skills

Wealth management

Strategic planning

Training & coaching

Stakeholder management

Communication

Education

Bachelor's degree

Job description

Morgan Stanley’s Wealth Management National Sales team seeks a Business Development Manager to drive revenue growth in designated markets, coach Financial Advisors, and coordinate initiatives across local and national priorities. The role is based in Charlotte, NC or Raleigh, NC.

You will leverage deep product knowledge and partner resources to advance practice management, training, and client engagement, in support of Morgan Stanley’s goals and client-first culture.