Wealth Management Growth Strategist

Morgan Stanley; Cleveland (OH); Presencial; USD 115.000 - 190.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid time off

Disability insurance

Descripción de la vacante

Morgan Stanley is seeking a Business Development Manager within Wealth Management to drive asset growth in their market. This role focuses on coaching Financial Advisors, executing strategic initiatives, and coordinating with product partners to deliver training and resources.

A strong track record in wealth management and client relationship management is essential. The position offers collaboration across teams and opportunities to influence regional strategies.

Formación

• 5+ years in Wealth Management with production/compliance track record.
• Bachelor’s Degree required.
• Active Series 7 and 66 (or 63/65) within 120 days of hire.
• Strong oral and written communication skills.
• Interpersonal skills and ability to align stakeholder expectations.

Responsabilidades

• Develop strategic and tactical business plans to grow assets.
• Coach and train Financial Advisors to improve practices.
• Coordinate with Product Partners to train on tools and resources.
• Execute regional and national initiatives and campaigns.
• Perform desk-to-desk rollouts and deep-dive book reviews.

Conocimientos

Wealth management experience

Strategic planning

Client relationship development

Effective communication

Training and coaching

Cross-functional collaboration

Educación

Bachelor's Degree

Series 7 & 66 licenses

Descripción del empleo

Morgan Stanley is seeking a Business Development Manager within Wealth Management to drive asset growth in their market. This role focuses on coaching Financial Advisors, executing strategic initiatives, and coordinating with product partners to deliver training and resources.

A strong track record in wealth management and client relationship management is essential. The position offers collaboration across teams and opportunities to influence regional strategies.