POSITION SUMMARY

The Business Development Associate participates in the team’s overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients. This role may accompany senior team members to meet with clients to evaluate current offerings, develop and implement new services, and strategize to find resolutions.

DUTIES and RESPONSIBILITIES

Business Strategy Development

Develops and applies strategies to execute the business plan to achieve desired results (i.e., to increase client base, gross production, Portfolio Management assets, performance tracking, etc.)Identifies business opportunitiesSupports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategiesCreates potential strategies to further enhance client relationships based on concerns and opportunities identified during client visitsEngages in strategic planning with other team members on client mattersInteracts regularly with the Complex Business Development ManagerPartners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepares reports and plans that align with client goalsTakes accountability for optimizing business practices while adhering to best business ethics and practicesSeeks opportunities to grow business by capitalizing on Firm initiativesFocuses on building strong relationships with corporate departments and strategic partnersEvaluates, develops and implements new services in conjunction with the Financial Advisor / Private Wealth Advisor and other team membersStays attuned to updates and enhancements to firm products and policies

Client Engagement

Actively engages clients and prospects to build relationships, identify needs and review investment goalsLeads team to establish and cultivate relationships with new and existing clients and proactively helps to resolve issues and concernsMay regularly accompany senior team members to engage with clients to educate about the firm’s services and productsServes as a client contact for administrative problem resolution and fielding general client questions on a spectrum of topicsProactively shares targeted communications with clients leveraging digital tools available (e.g., share account information, newsletters containing opportunities, new offerings and other events)

POSITION SUMMARY

The Business Development Associate participates in the team’s overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients. This role may accompany senior team members to meet with clients to evaluate current offerings, develop and implement new services, and strategize to find resolutions.

DUTIES and RESPONSIBILITIES

Business Strategy Development

Develops and applies strategies to execute the business plan to achieve desired results (i.e., to increase client base, gross production, Portfolio Management assets, performance tracking, etc.)Identifies business opportunitiesSupports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategiesCreates potential strategies to further enhance client relationships based on concerns and opportunities identified during client visitsEngages in strategic planning with other team members on client mattersInteracts regularly with the Complex Business Development ManagerPartners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepares reports and plans that align with client goalsTakes accountability for optimizing business practices while adhering to best business ethics and practicesSeeks opportunities to grow business by capitalizing on Firm initiativesFocuses on building strong relationships with corporate departments and strategic partnersEvaluates, develops and implements new services in conjunction with the Financial Advisor / Private Wealth Advisor and other team membersStays attuned to updates and enhancements to firm products and policies

Client Engagement

Actively engages clients and prospects to build relationships, identify needs and review investment goalsLeads team to establish and cultivate relationships with new and existing clients and proactively helps to resolve issues and concernsMay regularly accompany senior team members to engage with clients to educate about the firm’s services and productsServes as a client contact for administrative problem resolution and fielding general client questions on a spectrum of topicsProactively shares targeted communications with clients leveraging digital tools available (e.g., share account information, newsletters containing opportunities, new offerings and other events)

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS

Education and/or Experience

5 years of work experience in a field relevant to the position requiredFour-year college degree or professional certification preferredActive Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Additional product licenses may be required

Knowledge/Skills

Enjoys working with people and problem solvingEffective written and verbal communication skillsStrong understanding of applicable compliance rules, regulations and firm policiesAbility to interact and communicate effectively with colleagues and clientsStrong computer skills including knowledge of Microsoft Office (Word, Excel and PowerPoint)Detail-oriented with superior organizational skills and ability to prioritize tasksAbility and interest in working in a fast-paced, evolving environment

Reports to

Business Service ManagerMorgan StanleyEOE committed to diversifying its workforce.M/F/D/V

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS

Education and/or Experience

5 years of work experience in a field relevant to the position requiredFour-year college degree or professional certification preferredActive Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Additional product licenses may be required

Knowledge/Skills

Enjoys working with people and problem solvingEffective written and verbal communication skillsStrong understanding of applicable compliance rules, regulations and firm policiesAbility to interact and communicate effectively with colleagues and clientsStrong computer skills including knowledge of Microsoft Office (Word, Excel and PowerPoint)Detail-oriented with superior organizational skills and ability to prioritize tasksAbility and interest in working in a fast-paced, evolving environment

Reports to

Business Service ManagerMorgan StanleyEOE committed to diversifying its workforce.M/F/D/Vfalse