PWM Business Development Director

POSITION SUMMARY
Business Development Directors provide exceptional service to our clients and support Financial
Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the
service team through regular interactions with clients individuals in this role build trusted relationships.
Leading with a client first mindset a successful candidate for this role will have strong interpersonal
skills and their focus will be on delivering an exceptional client supporting Financial
Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams this role will lead all areas of service level
business development including digital marketing portfolio holdings and/or proposal tools and financial
planning.
DUTIES and RESPONSIBILITIES:
Cultivating relationships with business partners and colleagues internally and externally
Supporting the FA/PWA/team in enhancing new and existing client relationships through an
exceptional client experience
Assisting the FA/PWA/team in developing and delivering against their client service model including
preparing for regular meetings as well as tracking follow-ups
Assisting the FA/PWA/team in developing and executing against their business plan and strategies to
support it partnering closely with other market stakeholders such as Practice Strategy Consultants
Business Development Managers and Branch Management
Proactively identifying business development and client segmentation opportunities using firm
approved systems (e.g. leveraging internal tools like Next Best Action and Analytics Hub) and share
with FA/PWA team to gather feedback and take direction on any next steps
At the direction of FA/PWA/team executing against all clerical elements of digital and in-person
marketing strategies including conferences and seminars or webinars websites social media and
regular email connectivity
At the direction of the client and/or FA/PWA/team preparing and reviewing various client reports
or financial plans from firm-approved systems for existing or prospective clients
At the direction of the client and/or FA/PWA/team assisting with research using firm-approved
systems
At the request of FA/PWA/team participating in existing client and/or prospective client meetings
representing the service lens
Focusing with the FA/PWA/team and other business partners to optimize business practice
efficiencies
If the FA/PWA/team are engaged with corporate relationships may be supporting clerical activities
such as disseminating trading window information assisting with employee stock purchase plan
(ESPP) allocations preparing disqualifying disposition reporting and performing various
reconciliation and/or reporting functions as examples using firm-approved systems at the request of
the FA/PWA/team.
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Version: 7/10/2024
Morgan Stanley
Business Development Director
Job Description
Participating in firm initiatives (e.g. training or education programs) special projects and/or other
duties directed by local management
Remaining current on all policies procedures and new platforms
EDUCATION EXPERIENCE KNOWLEDGE and SKILLS:
Education and/or Experience
10 years of work experience in a field relevant to the position required
Advanced degree or professional certification or prior industry experience required
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Additional product licenses may be required
Knowledge/Skills
Strong leadership skills
Knowledge of financial services products including but not limited to equities bonds options
mutual funds annuities insurance and managed accounts
Technically proficient and quick learner of new and updated platforms
Detail oriented with superior organizational skills and ability to prioritize
Expert knowledge of basic personal computer MS Office (particularly MS Excel) and internet
applications
Exceptional writing interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced evolving environment
Adaptable and ability to multi-task
Goal oriented self-motivated and results driven
Reports to:
Market Business Service Officer and/or Business Service Officer
Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual
orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe please copy and paste into your browser.

Expected base pay rates for the role will be between $68000 and $120000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.

Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).