Morgan Stanley Business Development Director:

Job Description:

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 experience. In 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 Stanley
  EOE committed to diversifying its workforce.
  M/F/D/V
  Version: 7/10/2024

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s 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 https://www.morganstanley.com/about-us/global-offices​ into your browser.

Salary range for the position: $68,000 and $120,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley's 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).