Business Development Director at Morgan Stanley

San Jose, California, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Feb, 26

Salary

111300.0

Posted On

12 Nov, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Client Relationship Management, Financial Services, Organizational Skills, Team Collaboration, Market Strategy, Client Segmentation, Digital Marketing, Research Skills, Data Analysis, Technical Proficiency, Adaptability, Multi-tasking, Goal Orientation, Self-motivation, Results Driven

Industry

Financial Services

Description

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 firmapproved 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. 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 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 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 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 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. 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. Expected base pay rate for the role will be $111,300 per year at the commencement of employment. 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.

Responsibilities

The Business Development Director is responsible for cultivating relationships with business partners and enhancing client relationships through exceptional service. They assist teams in developing business plans and executing marketing strategies while identifying business development opportunities.